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 | $185,605 | $138,065+34.4% | $123,544+50.2% | $135,375+37.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 114.19% | 153.68%-39.5pp | 119.20%-5.0pp | 519.73%-405.5pp |
| Employer contribution / active EE | $9,574 | $5,151+85.8% | $4,628+106.9% | $4,779+100.3% |
| Participant deferral / active EE | $5,446 | $6,799-19.9% | $6,426-15.2% | $5,609-2.9% |
| Admin fee / account holder | $3,968 | $10,916-63.6% | $9,284-57.3% | $10,827-63.3% |