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 | $85,173 | $159,901-46.7% | $146,958-42.0% | $145,922-41.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 22.12% | 98.13%-76.0pp | 418.34%-396.2pp | 561.29%-539.2pp |
| Employer contribution / active EE | $8,529 | $5,286+61.3% | $4,933+72.9% | $4,660+83.0% |
| Participant deferral / active EE | $15,884 | $8,428+88.5% | $8,070+96.8% | $6,688+137.5% |
| Admin fee / account holder | $11,003 | $15,044-26.9% | $12,998-15.3% | $13,397-17.9% |