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 | $163,958 | $114,047+43.8% | $96,139+70.5% | $167,490-2.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.54% | 189.88%-180.3pp | 191.94%-182.4pp | 478.56%-469.0pp |
| Employer contribution / active EE | $13,344 | $3,427+289.4% | $2,797+377.1% | $4,837+175.8% |
| Participant deferral / active EE | $10,263 | $5,194+97.6% | $4,349+136.0% | $6,341+61.8% |
| Admin fee / account holder | $4,436 | $6,897-35.7% | $5,537-19.9% | $12,309-64.0% |