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 | $144,769 | $159,901-9.5% | $146,958-1.5% | $145,922-0.8% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 13.55% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,326 | $5,286+76.4% | $4,933+89.1% | $4,660+100.1% |
| Participant deferral / active EE | $11,046 | $8,428+31.1% | $8,070+36.9% | $6,688+65.2% |
| Admin fee / account holder | $7,406 | $15,044-50.8% | $12,998-43.0% | $13,397-44.7% |