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 | $229,519 | $226,064+1.5% | $182,532+25.7% | $152,861+50.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.55% | 192.51%-165.0pp | 148.54%-121.0pp | 345.32%-317.8pp |
| Employer contribution / active EE | $4,711 | $4,978-5.4% | $4,076+15.6% | $4,762-1.1% |
| Participant deferral / active EE | $12,032 | $6,368+88.9% | $5,524+117.8% | $5,850+105.7% |
| Admin fee / account holder | $3,958 | $10,703-63.0% | $8,592-53.9% | $11,596-65.9% |