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 4-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 | $244,758 | $106,515+129.8% | $96,683+153.2% | $139,434+75.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.72% | 38.43%-22.7pp | 35.69%-20.0pp | 372.94%-357.2pp |
| Employer contribution / active EE | $5,581 | $4,103+36.0% | $3,737+49.3% | $4,751+17.5% |
| Participant deferral / active EE | $30,000 | $5,454+450.1% | $4,878+515.0% | $6,710+347.1% |
| Admin fee / account holder | $2,120 | $7,877-73.1% | $6,730-68.5% | $11,403-81.4% |