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 | $214,902 | $144,119+49.1% | $117,854+82.3% | $147,584+45.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.12% | 531.15%-520.0pp | 335.08%-324.0pp | 578.55%-567.4pp |
| Employer contribution / active EE | $4,134 | $4,896-15.6% | $3,786+9.2% | $4,876-15.2% |
| Participant deferral / active EE | $7,906 | $5,316+48.7% | $4,482+76.4% | $5,439+45.4% |
| Admin fee / account holder | $1,716 | $10,886-84.2% | $8,020-78.6% | $10,885-84.2% |