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 | $185,335 | $144,119+28.6% | $117,854+57.3% | $147,584+25.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 26.28% | 531.15%-504.9pp | 335.08%-308.8pp | 578.55%-552.3pp |
| Employer contribution / active EE | $4,456 | $4,896-9.0% | $3,786+17.7% | $4,876-8.6% |
| Participant deferral / active EE | $5,791 | $5,316+8.9% | $4,482+29.2% | $5,439+6.5% |
| Admin fee / account holder | $24,274 | $10,886+123.0% | $8,020+202.7% | $10,885+123.0% |