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 | $169,223 | $202,318-16.4% | $172,739-2.0% | $152,861+10.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.19% | 1029.65%-1004.5pp | 802.84%-777.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $7,532 | $5,856+28.6% | $5,143+46.5% | $4,762+58.2% |
| Participant deferral / active EE | $5,793 | $5,948-2.6% | $5,198+11.5% | $5,850-1.0% |
| Admin fee / account holder | $6,635 | $17,109-61.2% | $13,954-52.4% | $11,596-42.8% |