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 | $246,379 | $157,256+56.7% | $141,162+74.5% | $152,861+61.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.47% | 64.32%-46.9pp | 71.39%-53.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,252 | $5,261-76.2% | $4,735-73.6% | $4,762-73.7% |
| Participant deferral / active EE | $8,505 | $7,109+19.6% | $6,709+26.8% | $5,850+45.4% |
| Admin fee / account holder | $12,090 | $12,120-0.2% | $10,261+17.8% | $11,596+4.3% |