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 6-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 | $118,067 | $111,754+5.6% | $103,333+14.3% | $145,922-19.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 111.75% | 24.77%+87.0pp | 24.88%+86.9pp | 561.29%-449.5pp |
| Employer contribution / active EE | $1,158 | $4,212-72.5% | $3,868-70.1% | $4,660-75.1% |
| Participant deferral / active EE | $12,481 | $5,619+122.1% | $5,057+146.8% | $6,688+86.6% |
| Admin fee / account holder | $484 | $9,750-95.0% | $8,355-94.2% | $13,397-96.4% |