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 | $231,904 | $102,966+125.2% | $90,281+156.9% | $152,861+51.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.63% | 95.16%-81.5pp | 78.10%-64.5pp | 345.32%-331.7pp |
| Employer contribution / active EE | $3,819 | $3,139+21.7% | $2,854+33.8% | $4,762-19.8% |
| Participant deferral / active EE | $5,884 | $4,281+37.4% | $3,885+51.4% | $5,850+0.6% |
| Admin fee / account holder | $4,019 | $6,171-34.9% | $5,351-24.9% | $11,596-65.3% |