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 | $200,033 | $90,348+121.4% | $75,972+163.3% | $145,922+37.1% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 30.66% | 620.88%-590.2pp | 359.55%-328.9pp | 561.29%-530.6pp |
| Employer contribution / active EE | $5,363 | $3,311+62.0% | $2,685+99.8% | $4,660+15.1% |
| Participant deferral / active EE | $8,091 | $5,162+56.8% | $4,255+90.1% | $6,688+21.0% |
| Admin fee / account holder | $3,529 | $8,467-58.3% | $6,467-45.4% | $13,397-73.7% |