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 | $112,934 | $105,998+6.5% | $92,233+22.4% | $147,584-23.5% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 17.35% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,521 | $4,478+23.3% | $3,897+41.7% | $5,439+1.5% |
| Admin fee / account holder | $2,625 | $6,332-58.5% | $5,194-49.5% | $10,885-75.9% |