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 | $113,948 | $114,047-0.1% | $96,139+18.5% | $167,490-32.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 14.29% | 189.88%-175.6pp | 191.94%-177.7pp | 478.56%-464.3pp |
| Employer contribution / active EE | $3,330 | $3,427-2.8% | $2,797+19.1% | $4,837-31.2% |
| Participant deferral / active EE | $7,605 | $5,194+46.4% | $4,349+74.9% | $6,341+19.9% |
| Admin fee / account holder | $12,304 | $6,897+78.4% | $5,537+122.2% | $12,3090% |