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 | $160,660 | $202,318-20.6% | $172,739-7.0% | $152,861+5.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.83% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,067 | $5,856-47.6% | $5,143-40.4% | $4,762-35.6% |
| Participant deferral / active EE | $6,424 | $5,948+8.0% | $5,198+23.6% | $5,850+9.8% |
| Admin fee / account holder | $6,014 | $17,109-64.8% | $13,954-56.9% | $11,596-48.1% |