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 | $129,272 | $165,984-22.1% | $164,813-21.6% | $145,922-11.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 11.10% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $6,993 | $5,273+32.6% | $4,341+61.1% | $4,660+50.1% |
| Participant deferral / active EE | $15,241 | $6,959+119.0% | $6,031+152.7% | $6,688+127.9% |
| Admin fee / account holder | $17,052 | $16,648+2.4% | $12,690+34.4% | $13,397+27.3% |