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 | $230,500 | $90,348+155.1% | $75,972+203.4% | $145,922+58.0% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 16.22% | 620.88%-604.7pp | 359.55%-343.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,582 | $3,311-22.0% | $2,685-3.8% | $4,660-44.6% |
| Participant deferral / active EE | $8,080 | $5,162+56.5% | $4,255+89.9% | $6,688+20.8% |
| Admin fee / account holder | $18,250 | $8,467+115.5% | $6,467+182.2% | $13,397+36.2% |