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 | $183,580 | $198,466-7.5% | $170,442+7.7% | $147,584+24.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 36.92% | 257.29%-220.4pp | 205.93%-169.0pp | 578.55%-541.6pp |
| Employer contribution / active EE | $19,005 | $6,184+207.3% | $5,433+249.8% | $4,876+289.7% |
| Participant deferral / active EE | $9,156 | $5,629+62.6% | $4,939+85.4% | $5,439+68.3% |
| Admin fee / account holder | $63,774 | $16,852+278.4% | $13,880+359.5% | $10,885+485.9% |