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 | $140,911 | $209,832-32.8% | $189,513-25.6% | $167,490-15.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.15% | 748.27%-729.1pp | 555.15%-536.0pp | 478.56%-459.4pp |
| Employer contribution / active EE | $9,648 | $6,914+39.5% | $6,162+56.6% | $4,837+99.4% |
| Participant deferral / active EE | $6,795 | $8,935-24.0% | $8,221-17.3% | $6,341+7.2% |
| Admin fee / account holder | $1,480 | $14,293-89.6% | $12,045-87.7% | $12,309-88.0% |