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 | $178,438 | $202,318-11.8% | $172,739+3.3% | $152,861+16.7% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 24.93% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,010 | $5,856-48.6% | $5,143-41.5% | $4,762-36.8% |
| Participant deferral / active EE | $6,222 | $5,948+4.6% | $5,198+19.7% | $5,850+6.4% |
| Admin fee / account holder | $1,935 | $17,109-88.7% | $13,954-86.1% | $11,596-83.3% |