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 | $202,787 | $183,963+10.2% | $162,163+25.1% | $152,861+32.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.87% | 150.76%-126.9pp | 115.59%-91.7pp | 345.32%-321.5pp |
| Employer contribution / active EE | $10,141 | $6,371+59.2% | $5,614+80.6% | $4,762+112.9% |
| Participant deferral / active EE | $11,657 | $8,034+45.1% | $7,298+59.7% | $5,850+99.3% |
| Admin fee / account holder | $26,590 | $13,121+102.6% | $10,843+145.2% | $11,596+129.3% |