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 3-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 | $146,318 | $104,974+39.4% | $95,585+53.1% | $142,382+2.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 43.98% | 210.33%-166.3pp | 38.56%+5.4pp | 217.08%-173.1pp |
| Employer contribution / active EE | $11,581 | $2,779+316.8% | $2,527+358.4% | $4,299+169.4% |
| Participant deferral / active EE | $6,871 | $4,352+57.9% | $4,023+70.8% | $6,507+5.6% |
| Admin fee / account holder | $929 | $6,386-85.5% | $6,127-84.8% | $12,624-92.6% |