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 | $212,939 | $102,604+107.5% | $86,188+147.1% | $139,434+52.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.08% | 1922.51%-1904.4pp | 1168.45%-1150.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $8,080 | $3,032+166.4% | $2,380+239.5% | $4,751+70.1% |
| Participant deferral / active EE | $6,873 | $4,676+47.0% | $3,985+72.4% | $6,710+2.4% |
| Admin fee / account holder | $1,211 | $8,657-86.0% | $6,852-82.3% | $11,403-89.4% |