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 | $217,918 | $150,440+44.9% | $136,294+59.9% | $147,584+47.7% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 13.91% | 1049.08%-1035.2pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,241 | $5,256-76.4% | $4,695-73.6% | $4,876-74.5% |
| Participant deferral / active EE | $12,008 | $6,630+81.1% | $6,247+92.2% | $5,439+120.8% |
| Admin fee / account holder | $464 | $10,905-95.7% | $9,243-95.0% | $10,885-95.7% |