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 | $156,007 | $135,635+15.0% | $110,238+41.5% | $135,375+15.2% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | 44.84% | 513.19%-468.3pp | 314.74%-269.9pp | 519.73%-474.9pp |
| Employer contribution / active EE | $3,130 | $4,906-36.2% | $3,826-18.2% | $4,779-34.5% |
| Participant deferral / active EE | $5,453 | $5,506-1.0% | $4,672+16.7% | $5,609-2.8% |
| Admin fee / account holder | $4,690 | $11,457-59.1% | $8,547-45.1% | $10,827-56.7% |