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 | $136,594 | $142,405-4.1% | $115,157+18.6% | $152,861-10.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 49.07% | 41.48%+7.6pp | 35.60%+13.5pp | 345.32%-296.2pp |
| Employer contribution / active EE | $15,219 | $4,010+279.5% | $3,179+378.8% | $4,762+219.6% |
| Participant deferral / active EE | $12,105 | $5,164+134.4% | $4,168+190.4% | $5,850+106.9% |
| Admin fee / account holder | $32,554 | $8,462+284.7% | $7,088+359.3% | $11,596+180.7% |