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 | $140,398 | $169,032-16.9% | $129,207+8.7% | $145,922-3.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 35.58% | 14330.11%-14294.5pp | 9417.33%-9381.7pp | 561.29%-525.7pp |
| Employer contribution / active EE | $5,739 | $5,537+3.7% | $4,153+38.2% | $4,660+23.2% |
| Participant deferral / active EE | $5,739 | $4,987+15.1% | $4,168+37.7% | $6,688-14.2% |
| Admin fee / account holder | $19,993 | $9,954+100.8% | $7,715+159.2% | $13,397+49.2% |