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 | $237,885 | $124,319+91.4% | $111,297+113.7% | $167,490+42.0% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 14.69% | 37.44%-22.7pp | 54.65%-40.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $6,338 | $3,435+84.5% | $2,731+132.1% | $4,837+31.0% |
| Participant deferral / active EE | $8,749 | $5,180+68.9% | $4,487+95.0% | $6,341+38.0% |
| Admin fee / account holder | $5,649 | $10,618-46.8% | $7,964-29.1% | $12,309-54.1% |