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 | $243,768 | $104,486+133.3% | $76,817+217.3% | $152,861+59.5% |
| Participation rate | 87.5% | 76.6%+10.9pp | 72.1%+15.4pp | 82.4%+5.1pp |
| Annual return | 11.82% | 1013.37%-1001.6pp | 1166.11%-1154.3pp | 345.32%-333.5pp |
| Employer contribution / active EE | $4,200 | $3,116+34.8% | $2,302+82.4% | $4,762-11.8% |
| Participant deferral / active EE | $4,200 | $4,236-0.8% | $3,336+25.9% | $5,850-28.2% |
| Admin fee / account holder | $11,456 | $12,275-6.7% | $6,420+78.5% | $11,596-1.2% |