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 | $128,263 | $175,202-26.8% | $149,673-14.3% | $139,434-8.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.22% | 166.71%-144.5pp | 134.42%-112.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $11,000 | $5,474+100.9% | $4,818+128.3% | $4,751+131.5% |
| Participant deferral / active EE | $5,769 | $6,519-11.5% | $5,680+1.6% | $6,710-14.0% |
| Admin fee / account holder | $628 | $16,150-96.1% | $13,210-95.2% | $11,403-94.5% |