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 | $142,022 | $105,998+34.0% | $92,233+54.0% | $147,584-3.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.83% | 50.05%-30.2pp | 176.28%-156.5pp | 578.55%-558.7pp |
| Employer contribution / active EE | $9,037 | $4,333+108.6% | $3,679+145.6% | $4,876+85.3% |
| Participant deferral / active EE | $2,112 | $4,478-52.8% | $3,897-45.8% | $5,439-61.2% |
| Admin fee / account holder | $1,301 | $6,332-79.5% | $5,194-75.0% | $10,885-88.1% |