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 | $197,165 | $144,119+36.8% | $117,854+67.3% | $147,584+33.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.47% | 531.15%-517.7pp | 335.08%-321.6pp | 578.55%-565.1pp |
| Employer contribution / active EE | $20,626 | $4,896+321.2% | $3,786+444.8% | $4,876+323.0% |
| Participant deferral / active EE | $11,836 | $5,316+122.7% | $4,482+164.1% | $5,439+117.6% |
| Admin fee / account holder | $16,993 | $10,886+56.1% | $8,020+111.9% | $10,885+56.1% |