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 | $132,366 | $133,922-1.2% | $116,228+13.9% | $142,382-7.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.54% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,318 | $3,446-32.7% | $2,994-22.6% | $4,299-46.1% |
| Participant deferral / active EE | $5,655 | $5,672-0.3% | $4,953+14.2% | $6,507-13.1% |
| Admin fee / account holder | $5,993 | $14,945-59.9% | $11,989-50.0% | $12,624-52.5% |