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 5-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 | $104,178 | $111,535-6.6% | $105,223-1.0% | $137,256-24.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.43% | 237.85%-217.4pp | 180.65%-160.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $15,771 | $3,939+300.3% | $3,689+327.6% | $4,156+279.5% |
| Participant deferral / active EE | $10,780 | $5,500+96.0% | $5,072+112.6% | $6,407+68.3% |
| Admin fee / account holder | $716 | $9,721-92.6% | $8,859-91.9% | $12,270-94.2% |