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 | $247,613 | $109,817+125.5% | $98,442+151.5% | $167,490+47.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.69% | 1956.69%-1942.0pp | 1492.73%-1478.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $6,476 | $3,224+100.9% | $2,960+118.8% | $4,837+33.9% |
| Participant deferral / active EE | $9,366 | $4,673+100.4% | $4,276+119.0% | $6,341+47.7% |
| Admin fee / account holder | $4,053 | $6,753-40.0% | $5,949-31.9% | $12,309-67.1% |