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 | $191,844 | $88,751+116.2% | $81,812+134.5% | $145,922+31.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 20.30% | 1025.40%-1005.1pp | 773.79%-753.5pp | 561.29%-541.0pp |
| Employer contribution / active EE | $4,715 | $3,083+52.9% | $2,912+61.9% | $4,660+1.2% |
| Participant deferral / active EE | $7,274 | $4,643+56.7% | $4,319+68.4% | $6,688+8.8% |
| Admin fee / account holder | $1,614 | $8,415-80.8% | $7,386-78.2% | $13,397-88.0% |