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 | $139,462 | $159,901-12.8% | $146,958-5.1% | $145,922-4.4% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 18.93% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,888 | $5,286-45.4% | $4,933-41.5% | $4,660-38.0% |
| Participant deferral / active EE | $6,287 | $8,428-25.4% | $8,070-22.1% | $6,688-6.0% |
| Admin fee / account holder | $805 | $15,044-94.6% | $12,998-93.8% | $13,397-94.0% |