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 | $110,771 | $96,635+14.6% | $86,612+27.9% | $139,434-20.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.22% | 106.41%-92.2pp | 591.07%-576.8pp | 372.94%-358.7pp |
| Employer contribution / active EE | $5,026 | $3,263+54.0% | $3,022+66.3% | $4,751+5.8% |
| Participant deferral / active EE | $5,954 | $4,836+23.1% | $4,438+34.2% | $6,710-11.3% |
| Admin fee / account holder | $820 | $6,408-87.2% | $5,614-85.4% | $11,403-92.8% |