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 9-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 | $137,169 | $180,449-24.0% | $154,107-11.0% | $135,375+1.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 19.11% | 888.09%-869.0pp | 735.12%-716.0pp | 519.73%-500.6pp |
| Employer contribution / active EE | $6,392 | $6,035+5.9% | $5,298+20.7% | $4,779+33.8% |
| Participant deferral / active EE | $2,462 | $5,806-57.6% | $5,081-51.5% | $5,609-56.1% |
| Admin fee / account holder | $5,384 | $16,143-66.6% | $13,411-59.9% | $10,827-50.3% |