See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,624 | $180,449-8.2% | $154,107+7.5% | $135,375+22.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.76% | 888.09%-893.8pp | 735.12%-740.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,568 | $6,035+8.8% | $5,298+24.0% | $4,779+37.4% |
| Participant deferral / active EE | $6,338 | $5,806+9.2% | $5,081+24.8% | $5,609+13.0% |
| Admin fee / account holder | $5,928 | $16,143-63.3% | $13,411-55.8% | $10,827-45.3% |