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 | $222,808 | $165,335+34.8% | $149,696+48.8% | $158,922+40.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.36% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $11,144 | $5,103+118.4% | $4,644+140.0% | $4,761+134.1% |
| Participant deferral / active EE | $10,418 | $7,181+45.1% | $6,842+52.3% | $5,982+74.2% |
| Admin fee / account holder | $733 | $10,807-93.2% | $9,309-92.1% | $11,246-93.5% |