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 | $148,076 | $74,888+97.7% | $71,209+107.9% | $142,382+4.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 30.24% | 345.14%-314.9pp | 282.51%-252.3pp | 217.08%-186.8pp |
| Employer contribution / active EE | $3,347 | $2,854+17.3% | $2,721+23.0% | $4,299-22.1% |
| Participant deferral / active EE | $16,677 | $4,454+274.4% | $4,175+299.4% | $6,507+156.3% |
| Admin fee / account holder | $4,543 | $5,568-18.4% | $5,349-15.1% | $12,624-64.0% |