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 | $168,598 | $202,318-16.7% | $172,739-2.4% | $152,861+10.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.28% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,289 | $5,856-78.0% | $5,143-74.9% | $4,762-72.9% |
| Participant deferral / active EE | $2,577 | $5,948-56.7% | $5,198-50.4% | $5,850-55.9% |
| Admin fee / account holder | $1,854 | $17,109-89.2% | $13,954-86.7% | $11,596-84.0% |