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 | $211,436 | $70,587+199.5% | $124,672+69.6% | $85,850+146.3% |
| Participation rate | 81.8% | 64.4%+17.4pp | 74.6%+7.2pp | 69.3%+12.5pp |
| Annual return | 12.60% | 20688.83%-20676.2pp | 5142.93%-5130.3pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,971 | $1,913+107.5% | $3,324+19.5% | $2,565+54.8% |
| Participant deferral / active EE | $8,279 | $2,969+178.9% | $4,614+79.4% | $3,952+109.5% |
| Admin fee / account holder | $10,749 | $5,282+103.5% | $7,493+43.5% | $6,260+71.7% |