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 9-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 | $143,050 | $114,381+25.1% | $107,525+33.0% | $142,382+0.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.83% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,720 | $4,015-32.2% | $3,754-27.5% | $4,299-36.7% |
| Participant deferral / active EE | $30,500 | $5,564+448.1% | $5,116+496.2% | $6,507+368.7% |
| Admin fee / account holder | $470 | $9,860-95.2% | $8,919-94.7% | $12,624-96.3% |