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 | $220,352 | $74,888+194.2% | $71,209+209.4% | $142,382+54.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 19.04% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $12,332 | $2,854+332.1% | $2,721+353.2% | $4,299+186.9% |
| Participant deferral / active EE | $6,994 | $4,454+57.0% | $4,175+67.5% | $6,507+7.5% |
| Admin fee / account holder | $14,455 | $5,568+159.6% | $5,349+170.3% | $12,624+14.5% |