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 6-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 | $225,277 | $226,064-0.3% | $182,532+23.4% | $152,861+47.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.83% | 192.51%-171.7pp | 148.54%-127.7pp | 345.32%-324.5pp |
| Employer contribution / active EE | $18,943 | $4,978+280.5% | $4,076+364.7% | $4,762+297.8% |
| Participant deferral / active EE | $15,555 | $6,368+144.3% | $5,524+181.6% | $5,850+165.9% |
| Admin fee / account holder | $1,644 | $10,703-84.6% | $8,592-80.9% | $11,596-85.8% |