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 | $246,879 | $175,202+40.9% | $149,673+64.9% | $139,434+77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.96% | 166.71%-155.7pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $12,288 | $5,474+124.5% | $4,818+155.1% | $4,751+158.7% |
| Participant deferral / active EE | $7,435 | $6,519+14.1% | $5,680+30.9% | $6,710+10.8% |
| Admin fee / account holder | $5,771 | $16,150-64.3% | $13,210-56.3% | $11,403-49.4% |