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 | $103,607 | $105,998-2.3% | $92,233+12.3% | $147,584-29.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.30% | 50.05%-25.8pp | 176.28%-152.0pp | 578.55%-554.3pp |
| Employer contribution / active EE | $1,591 | $4,333-63.3% | $3,679-56.8% | $4,876-67.4% |
| Participant deferral / active EE | $3,090 | $4,478-31.0% | $3,897-20.7% | $5,439-43.2% |
| Admin fee / account holder | $669 | $6,332-89.4% | $5,194-87.1% | $10,885-93.8% |