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 | $211,048 | $180,449+17.0% | $154,107+36.9% | $135,375+55.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.31% | 888.09%-889.4pp | 735.12%-736.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $7,684 | $6,035+27.3% | $5,298+45.1% | $4,779+60.8% |
| Participant deferral / active EE | $5,433 | $5,806-6.4% | $5,081+6.9% | $5,609-3.1% |
| Admin fee / account holder | $9,583 | $16,143-40.6% | $13,411-28.5% | $10,827-11.5% |