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 | $111,530 | $107,334+3.9% | $92,893+20.1% | $152,861-27.0% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 16.99% | 145.58%-128.6pp | 109.41%-92.4pp | 345.32%-328.3pp |
| Employer contribution / active EE | $7,247 | $4,221+71.7% | $3,653+98.4% | $4,762+52.2% |
| Participant deferral / active EE | $5,187 | $4,845+7.1% | $4,236+22.4% | $5,850-11.3% |
| Admin fee / account holder | $12,757 | $7,079+80.2% | $5,794+120.2% | $11,596+10.0% |