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 | $133,997 | $96,305+39.1% | $80,569+66.3% | $139,434-3.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.24% | 1350.08%-1332.8pp | 935.43%-918.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $12,727 | $3,262+290.2% | $2,723+367.3% | $4,751+167.9% |
| Participant deferral / active EE | $8,275 | $5,232+58.2% | $4,447+86.1% | $6,710+23.3% |
| Admin fee / account holder | $5,234 | $6,599-20.7% | $5,377-2.7% | $11,403-54.1% |