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 | $101,200 | $104,907-3.5% | $84,611+19.6% | $152,861-33.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.44% | 373.79%-348.4pp | 258.74%-233.3pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,038 | $3,302-68.6% | $2,652-60.9% | $4,762-78.2% |
| Participant deferral / active EE | $2,420 | $4,688-48.4% | $3,899-37.9% | $5,850-58.6% |
| Admin fee / account holder | $636 | $6,241-89.8% | $4,912-87.0% | $11,596-94.5% |