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 7-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 | $119,654 | $159,901-25.2% | $146,958-18.6% | $145,922-18.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.84% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,013 | $5,286-24.1% | $4,933-18.6% | $4,660-13.9% |
| Participant deferral / active EE | $16,847 | $8,428+99.9% | $8,070+108.8% | $6,688+151.9% |
| Admin fee / account holder | $524 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |