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 | $120,919 | $111,724+8.2% | $93,606+29.2% | $145,922-17.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.29% | 202.98%-190.7pp | 133.20%-120.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,398 | $3,090+10.0% | $2,420+40.4% | $4,660-27.1% |
| Participant deferral / active EE | $5,720 | $4,912+16.5% | $4,411+29.7% | $6,688-14.5% |
| Admin fee / account holder | $1,233 | $10,250-88.0% | $8,285-85.1% | $13,397-90.8% |