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 | $129,666 | $226,064-42.6% | $182,532-29.0% | $152,861-15.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.98% | 192.51%-167.5pp | 148.54%-123.6pp | 345.32%-320.3pp |
| Employer contribution / active EE | $4,366 | $4,978-12.3% | $4,076+7.1% | $4,762-8.3% |
| Participant deferral / active EE | $14,412 | $6,368+126.3% | $5,524+160.9% | $5,850+146.3% |
| Admin fee / account holder | $1,653 | $10,703-84.6% | $8,592-80.8% | $11,596-85.7% |