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 | $200,182 | $183,519+9.1% | $155,509+28.7% | $145,922+37.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.29% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.0pp |
| Employer contribution / active EE | $11,015 | $5,313+107.3% | $4,672+135.7% | $4,660+136.4% |
| Participant deferral / active EE | $8,720 | $6,462+34.9% | $5,626+55.0% | $6,688+30.4% |
| Admin fee / account holder | $2,038 | $19,313-89.4% | $15,912-87.2% | $13,397-84.8% |