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 | $199,161 | $104,907+89.8% | $84,611+135.4% | $152,861+30.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.63% | 373.79%-353.2pp | 258.74%-238.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,392 | $3,302+2.7% | $2,652+27.9% | $4,762-28.8% |
| Participant deferral / active EE | $7,080 | $4,688+51.0% | $3,899+81.6% | $5,850+21.0% |
| Admin fee / account holder | $910 | $6,241-85.4% | $4,912-81.5% | $11,596-92.2% |