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 5-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 | $120,034 | $132,634-9.5% | $115,768+3.7% | $137,256-12.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.42% | 160.70%-145.3pp | 100.46%-85.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $7,545 | $3,360+124.6% | $2,940+156.6% | $4,156+81.5% |
| Participant deferral / active EE | $14,050 | $5,619+150.1% | $4,917+185.8% | $6,407+119.3% |
| Admin fee / account holder | $1,134 | $15,028-92.5% | $12,439-90.9% | $12,270-90.8% |