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 5-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 | $123,562 | $202,432-39.0% | $169,368-27.0% | $139,434-11.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 38.36% | 531.74%-493.4pp | 405.60%-367.2pp | 372.94%-334.6pp |
| Employer contribution / active EE | $20,771 | $4,692+342.7% | $4,013+417.6% | $4,751+337.2% |
| Participant deferral / active EE | $18,890 | $6,938+172.3% | $6,221+203.6% | $6,710+181.5% |
| Admin fee / account holder | $772 | $10,708-92.8% | $9,003-91.4% | $11,403-93.2% |