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 5-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 | $120,052 | $102,317+17.3% | $146,958-18.3% | $80,856+48.5% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 24.72% | 134.76%-110.0pp | 418.34%-393.6pp | 35.59%-10.9pp |
| Employer contribution / active EE | $17,486 | $3,713+370.9% | $4,933+254.5% | $2,755+534.7% |
| Participant deferral / active EE | $20,152 | $6,644+203.3% | $8,070+149.7% | $4,296+369.1% |
| Admin fee / account holder | $14,265 | $7,941+79.6% | $12,998+9.7% | $6,918+106.2% |