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 8-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 | $223,444 | $165,335+35.1% | $149,696+49.3% | $158,922+40.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.28% | 348.15%-331.9pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $6,820 | $5,103+33.7% | $4,644+46.8% | $4,761+43.2% |
| Participant deferral / active EE | $11,677 | $7,181+62.6% | $6,842+70.7% | $5,982+95.2% |
| Admin fee / account holder | $365 | $10,807-96.6% | $9,309-96.1% | $11,246-96.8% |