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 | $114,561 | $159,901-28.4% | $146,958-22.0% | $145,922-21.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.56% | 98.13%-73.6pp | 418.34%-393.8pp | 561.29%-536.7pp |
| Employer contribution / active EE | $13,593 | $5,286+157.2% | $4,933+175.6% | $4,660+191.7% |
| Participant deferral / active EE | $3,257 | $8,428-61.4% | $8,070-59.6% | $6,688-51.3% |
| Admin fee / account holder | $22,138 | $15,044+47.2% | $12,998+70.3% | $13,397+65.2% |