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 | $99,539 | $209,832-52.6% | $189,513-47.5% | $167,490-40.6% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 23.15% | 748.27%-725.1pp | 555.15%-532.0pp | 478.56%-455.4pp |
| Employer contribution / active EE | $12,705 | $6,914+83.8% | $6,162+106.2% | $4,837+162.6% |
| Participant deferral / active EE | $10,379 | $8,935+16.2% | $8,221+26.2% | $6,341+63.7% |
| Admin fee / account holder | $5,314 | $14,293-62.8% | $12,045-55.9% | $12,309-56.8% |