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 | $125,933 | $159,901-21.2% | $146,958-14.3% | $145,922-13.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.86% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $19,024 | $5,286+259.9% | $4,933+285.7% | $4,660+308.3% |
| Participant deferral / active EE | $4,315 | $8,428-48.8% | $8,070-46.5% | $6,688-35.5% |
| Admin fee / account holder | $13,236 | $15,044-12.0% | $12,998+1.8% | $13,397-1.2% |