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 | $212,963 | $99,020+115.1% | $86,590+145.9% | $147,584+44.3% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 18.21% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $6,821 | $3,132+117.8% | $2,839+140.2% | $4,876+39.9% |
| Participant deferral / active EE | $8,433 | $3,972+112.3% | $3,609+133.7% | $5,439+55.1% |
| Admin fee / account holder | $574 | $5,710-89.9% | $4,906-88.3% | $10,885-94.7% |