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 | $164,202 | $202,318-18.8% | $172,739-4.9% | $152,861+7.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.70% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,131 | $5,856-46.5% | $5,143-39.1% | $4,762-34.2% |
| Participant deferral / active EE | $6,783 | $5,948+14.0% | $5,198+30.5% | $5,850+15.9% |
| Admin fee / account holder | $2,349 | $17,109-86.3% | $13,954-83.2% | $11,596-79.7% |