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 | $139,468 | $112,096+24.4% | $95,952+45.4% | $158,922-12.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.21% | 171.09%-164.9pp | 91.61%-85.4pp | 302.83%-296.6pp |
| Employer contribution / active EE | $5,000 | $3,198+56.3% | $2,541+96.8% | $4,761+5.0% |
| Participant deferral / active EE | $2,416 | $4,784-49.5% | $4,167-42.0% | $5,982-59.6% |
| Admin fee / account holder | $4,584 | $10,130-54.8% | $6,795-32.5% | $11,246-59.2% |