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 | $218,230 | $171,865+27.0% | $149,718+45.8% | $147,584+47.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.53% | 2113.22%-2102.7pp | 1501.63%-1491.1pp | 578.55%-568.0pp |
| Employer contribution / active EE | $3,683 | $6,275-41.3% | $5,445-32.4% | $4,876-24.5% |
| Participant deferral / active EE | $17,100 | $7,271+135.2% | $6,569+160.3% | $5,439+214.4% |
| Admin fee / account holder | $12,072 | $13,799-12.5% | $11,283+7.0% | $10,885+10.9% |