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 | $133,720 | $72,400+84.7% | $67,502+98.1% | $145,922-8.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.76% | 7182.46%-7168.7pp | 3512.12%-3498.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $4,670 | $3,069+52.2% | $2,731+71.0% | $4,660+0.2% |
| Participant deferral / active EE | $7,450 | $4,783+55.8% | $4,000+86.3% | $6,688+11.4% |
| Admin fee / account holder | $4,281 | $5,539-22.7% | $3,998+7.1% | $13,397-68.0% |