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 8-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 | $213,646 | $74,888+185.3% | $71,209+200.0% | $142,382+50.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 49.07% | 345.14%-296.1pp | 282.51%-233.4pp | 217.08%-168.0pp |
| Employer contribution / active EE | $3,283 | $2,854+15.0% | $2,721+20.7% | $4,299-23.6% |
| Participant deferral / active EE | $11,286 | $4,454+153.4% | $4,175+170.3% | $6,507+73.4% |
| Admin fee / account holder | $813 | $5,568-85.4% | $5,349-84.8% | $12,624-93.6% |