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 | $212,498 | $165,335+28.5% | $149,696+42.0% | $158,922+33.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.75% | 348.15%-332.4pp | 276.60%-260.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $13,196 | $5,103+158.6% | $4,644+184.1% | $4,761+177.1% |
| Participant deferral / active EE | $13,690 | $7,181+90.6% | $6,842+100.1% | $5,982+128.8% |
| Admin fee / account holder | $1,711 | $10,807-84.2% | $9,309-81.6% | $11,246-84.8% |