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 | $139,608 | $159,901-12.7% | $146,958-5.0% | $145,922-4.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.38% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,992 | $5,286-43.4% | $4,933-39.4% | $4,660-35.8% |
| Participant deferral / active EE | $4,093 | $8,428-51.4% | $8,070-49.3% | $6,688-38.8% |
| Admin fee / account holder | $2,047 | $15,044-86.4% | $12,998-84.3% | $13,397-84.7% |