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 | $158,415 | $159,901-0.9% | $146,958+7.8% | $145,922+8.6% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.54% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,881 | $5,286-45.5% | $4,933-41.6% | $4,660-38.2% |
| Participant deferral / active EE | $9,742 | $8,428+15.6% | $8,070+20.7% | $6,688+45.7% |
| Admin fee / account holder | $2,312 | $15,044-84.6% | $12,998-82.2% | $13,397-82.7% |