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 | $167,275 | $124,185+34.7% | $108,410+54.3% | $167,490-0.1% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 17.92% | 1379.64%-1361.7pp | 905.27%-887.4pp | 478.56%-460.6pp |
| Employer contribution / active EE | $4,220 | $4,187+0.8% | $3,558+18.6% | $4,837-12.8% |
| Participant deferral / active EE | $10,207 | $6,908+47.7% | $6,563+55.5% | $6,341+61.0% |
| Admin fee / account holder | $9,726 | $9,455+2.9% | $7,295+33.3% | $12,309-21.0% |