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 | $205,185 | $90,397+127.0% | $76,002+170.0% | $145,959+40.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 9.85% | 621.97%-612.1pp | 360.07%-350.2pp | 561.95%-552.1pp |
| Employer contribution / active EE | $5,621 | $3,317+69.5% | $2,688+109.1% | $4,661+20.6% |
| Participant deferral / active EE | $18,401 | $5,163+256.4% | $4,257+332.3% | $6,689+175.1% |
| Admin fee / account holder | $6,324 | $8,369-24.4% | $6,414-1.4% | $13,398-52.8% |