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 | $99,903 | $96,635+3.4% | $86,612+15.3% | $139,434-28.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.73% | 106.41%-86.7pp | 591.07%-571.3pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,629 | $3,263-50.1% | $3,022-46.1% | $4,751-65.7% |
| Participant deferral / active EE | $2,504 | $4,836-48.2% | $4,438-43.6% | $6,710-62.7% |
| Admin fee / account holder | $3,170 | $6,408-50.5% | $5,614-43.5% | $11,403-72.2% |