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 | $159,136 | $109,817+44.9% | $98,442+61.7% | $167,490-5.0% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 25.39% | 1956.69%-1931.3pp | 1492.73%-1467.3pp | 478.56%-453.2pp |
| Employer contribution / active EE | $5,666 | $3,224+75.7% | $2,960+91.4% | $4,837+17.1% |
| Participant deferral / active EE | $7,453 | $4,673+59.5% | $4,276+74.3% | $6,341+17.5% |
| Admin fee / account holder | $13,506 | $6,753+100.0% | $5,949+127.0% | $12,309+9.7% |