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 | $207,637 | $137,414+51.1% | $189,513+9.6% | $85,850+141.9% |
| Participation rate | 80.7% | 84.6%-3.9pp | 87.8%-7.1pp | 69.3%+11.4pp |
| Annual return | 19.93% | 38.14%-18.2pp | 555.15%-535.2pp | 318.53%-298.6pp |
| Employer contribution / active EE | $3,584 | $4,344-17.5% | $6,162-41.8% | $2,565+39.7% |
| Participant deferral / active EE | $14,990 | $6,260+139.5% | $8,221+82.3% | $3,952+279.3% |
| Admin fee / account holder | $27,280 | $8,630+216.1% | $12,045+126.5% | $6,260+335.8% |