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 9-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 | $137,879 | $176,056-21.7% | $159,436-13.5% | $167,490-17.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.12% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $21,264 | $5,297+301.4% | $4,829+340.3% | $4,837+339.6% |
| Participant deferral / active EE | $11,943 | $7,750+54.1% | $7,352+62.4% | $6,341+88.3% |
| Admin fee / account holder | $536 | $12,554-95.7% | $10,799-95.0% | $12,309-95.6% |