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 | $233,833 | $185,822+25.8% | $169,993+37.6% | $139,434+67.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.58% | 60.50%-45.9pp | 53.37%-38.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $8,139 | $7,590+7.2% | $6,785+19.9% | $4,751+71.3% |
| Participant deferral / active EE | $11,112 | $11,622-4.4% | $10,408+6.8% | $6,710+65.6% |
| Admin fee / account holder | $12,442 | $15,381-19.1% | $12,815-2.9% | $11,403+9.1% |