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 | $212,562 | $105,998+100.5% | $92,233+130.5% | $147,584+44.0% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 19.85% | 50.05%-30.2pp | 176.28%-156.4pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,334 | $4,333-46.1% | $3,679-36.6% | $4,876-52.1% |
| Participant deferral / active EE | $4,353 | $4,478-2.8% | $3,897+11.7% | $5,439-20.0% |
| Admin fee / account holder | $1,097 | $6,332-82.7% | $5,194-78.9% | $10,885-89.9% |