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 | $109,310 | $96,635+13.1% | $86,612+26.2% | $139,434-21.6% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 15.39% | 106.41%-91.0pp | 591.07%-575.7pp | 372.94%-357.6pp |
| Employer contribution / active EE | $6,791 | $3,263+108.1% | $3,022+124.7% | $4,751+43.0% |
| Participant deferral / active EE | $14,753 | $4,836+205.1% | $4,438+232.5% | $6,710+119.9% |
| Admin fee / account holder | $10,661 | $6,408+66.4% | $5,614+89.9% | $11,403-6.5% |