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 | $131,467 | $202,318-35.0% | $172,739-23.9% | $152,861-14.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.30% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $10,796 | $5,856+84.4% | $5,143+109.9% | $4,762+126.7% |
| Participant deferral / active EE | $6,538 | $5,948+9.9% | $5,198+25.8% | $5,850+11.8% |
| Admin fee / account holder | $1,541 | $17,109-91.0% | $13,954-89.0% | $11,596-86.7% |