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 | $221,685 | $183,519+20.8% | $155,509+42.6% | $145,922+51.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.83% | 61.17%-41.3pp | 64.67%-44.8pp | 561.29%-541.5pp |
| Employer contribution / active EE | $9,054 | $5,313+70.4% | $4,672+93.8% | $4,660+94.3% |
| Participant deferral / active EE | $6,394 | $6,462-1.1% | $5,626+13.6% | $6,688-4.4% |
| Admin fee / account holder | $4,704 | $19,313-75.6% | $15,912-70.4% | $13,397-64.9% |