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 6-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 | $216,961 | $109,817+97.6% | $98,442+120.4% | $167,490+29.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.04% | 1956.69%-1944.7pp | 1492.73%-1480.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $9,470 | $3,224+193.7% | $2,960+219.9% | $4,837+95.8% |
| Participant deferral / active EE | $18,839 | $4,673+303.1% | $4,276+340.6% | $6,341+197.1% |
| Admin fee / account holder | $2,034 | $6,753-69.9% | $5,949-65.8% | $12,309-83.5% |