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 9-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 | $196,346 | $185,822+5.7% | $169,993+15.5% | $139,434+40.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.19% | 60.50%-39.3pp | 53.37%-32.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $21,155 | $7,590+178.7% | $6,785+211.8% | $4,751+345.3% |
| Participant deferral / active EE | $8,699 | $11,622-25.2% | $10,408-16.4% | $6,710+29.6% |
| Admin fee / account holder | $4,002 | $15,381-74.0% | $12,815-68.8% | $11,403-64.9% |