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 | $249,031 | $111,724+122.9% | $93,606+166.0% | $145,922+70.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 11.65% | 202.98%-191.3pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $8,636 | $3,090+179.5% | $2,420+256.9% | $4,660+85.3% |
| Participant deferral / active EE | $4,797 | $4,912-2.3% | $4,411+8.7% | $6,688-28.3% |
| Admin fee / account holder | $3,014 | $10,250-70.6% | $8,285-63.6% | $13,397-77.5% |