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 | $125,609 | $126,574-0.8% | $106,213+18.3% | $145,922-13.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.43% | 224.79%-213.4pp | 116.14%-104.7pp | 561.29%-549.9pp |
| Employer contribution / active EE | $12,930 | $3,730+246.6% | $3,171+307.7% | $4,660+177.5% |
| Participant deferral / active EE | $7,374 | $5,724+28.8% | $5,016+47.0% | $6,688+10.3% |
| Admin fee / account holder | $3,796 | $17,304-78.1% | $11,033-65.6% | $13,397-71.7% |