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 | $135,785 | $102,317+32.7% | $146,958-7.6% | $80,856+67.9% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.7pp | 67.6%+24.3pp |
| Annual return | 15.81% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,166 | $3,713+12.2% | $4,933-15.6% | $2,755+51.2% |
| Participant deferral / active EE | $7,366 | $6,644+10.9% | $8,070-8.7% | $4,296+71.5% |
| Admin fee / account holder | $6,650 | $7,941-16.3% | $12,998-48.8% | $6,918-3.9% |