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 | $245,591 | $157,256+56.2% | $141,162+74.0% | $152,861+60.7% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 24.07% | 64.32%-40.3pp | 71.39%-47.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $8,312 | $5,261+58.0% | $4,735+75.5% | $4,762+74.5% |
| Participant deferral / active EE | $11,693 | $7,109+64.5% | $6,709+74.3% | $5,850+99.9% |
| Admin fee / account holder | $6,054 | $12,120-50.0% | $10,261-41.0% | $11,596-47.8% |