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 | $121,082 | $114,381+5.9% | $107,525+12.6% | $142,382-15.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 55.01% | 242.71%-187.7pp | 181.32%-126.3pp | 217.08%-162.1pp |
| Employer contribution / active EE | $3,442 | $4,015-14.3% | $3,754-8.3% | $4,299-19.9% |
| Participant deferral / active EE | $5,335 | $5,564-4.1% | $5,116+4.3% | $6,507-18.0% |
| Admin fee / account holder | $828 | $9,860-91.6% | $8,919-90.7% | $12,624-93.4% |