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 | $195,329 | $180,449+8.2% | $154,107+26.7% | $135,375+44.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -5.42% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,763 | $6,035-54.2% | $5,298-47.8% | $4,779-42.2% |
| Participant deferral / active EE | $8,073 | $5,806+39.0% | $5,081+58.9% | $5,609+43.9% |
| Admin fee / account holder | $19,230 | $16,143+19.1% | $13,411+43.4% | $10,827+77.6% |