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 | $218,656 | $158,398+38.0% | $126,539+72.8% | $142,382+53.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 16.47% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,434 | $4,650-4.7% | $3,674+20.7% | $4,299+3.1% |
| Participant deferral / active EE | $6,439 | $4,767+35.1% | $4,083+57.7% | $6,507-1.1% |
| Admin fee / account holder | $75,634 | $6,918+993.3% | $6,065+1147.2% | $12,624+499.1% |