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 | $213,862 | $209,832+1.9% | $189,513+12.8% | $167,490+27.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.16% | 748.27%-735.1pp | 555.15%-542.0pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,548 | $6,914-63.2% | $6,162-58.7% | $4,837-47.3% |
| Participant deferral / active EE | $7,861 | $8,935-12.0% | $8,221-4.4% | $6,341+24.0% |
| Admin fee / account holder | $312 | $14,293-97.8% | $12,045-97.4% | $12,309-97.5% |