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 | $248,826 | $74,888+232.3% | $71,209+249.4% | $142,382+74.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 76.96% | 345.14%-268.2pp | 282.51%-205.6pp | 217.08%-140.1pp |
| Employer contribution / active EE | $3,903 | $2,854+36.7% | $2,721+43.4% | $4,299-9.2% |
| Participant deferral / active EE | $11,927 | $4,454+167.7% | $4,175+185.7% | $6,507+83.3% |
| Admin fee / account holder | $8,397 | $5,568+50.8% | $5,349+57.0% | $12,624-33.5% |