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 | $172,032 | $202,318-15.0% | $172,739-0.4% | $152,861+12.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.39% | 1029.65%-1014.3pp | 802.84%-787.4pp | 345.32%-329.9pp |
| Employer contribution / active EE | $7,230 | $5,856+23.5% | $5,143+40.6% | $4,762+51.8% |
| Participant deferral / active EE | $3,763 | $5,948-36.7% | $5,198-27.6% | $5,850-35.7% |
| Admin fee / account holder | $22,667 | $17,109+32.5% | $13,954+62.4% | $11,596+95.5% |