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 9-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 | $138,830 | $68,346+103.1% | $94,646+46.7% | $75,163+84.7% |
| Participation rate | 92.3% | 76.1%+16.2pp | 80.8%+11.5pp | 67.2%+25.1pp |
| Annual return | 16.75% | 616.93%-600.2pp | 156.71%-140.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $8,018 | $2,701+196.9% | $3,672+118.4% | $2,670+200.3% |
| Participant deferral / active EE | $7,520 | $6,537+15.0% | $7,418+1.4% | $4,125+82.3% |
| Admin fee / account holder | $2,535 | $5,326-52.4% | $7,231-64.9% | $5,651-55.1% |