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 | $95,481 | $202,318-52.8% | $172,739-44.7% | $152,861-37.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.79% | 1029.65%-1000.9pp | 802.84%-774.0pp | 345.32%-316.5pp |
| Employer contribution / active EE | $11,105 | $5,856+89.6% | $5,143+115.9% | $4,762+133.2% |
| Participant deferral / active EE | $7,291 | $5,948+22.6% | $5,198+40.3% | $5,850+24.6% |
| Admin fee / account holder | $1,512 | $17,109-91.2% | $13,954-89.2% | $11,596-87.0% |