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 | $200,504 | $99,020+102.5% | $86,590+131.6% | $147,584+35.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.96% | 1312.34%-1301.4pp | 964.84%-953.9pp | 578.55%-567.6pp |
| Employer contribution / active EE | $1,194 | $3,132-61.9% | $2,839-57.9% | $4,876-75.5% |
| Participant deferral / active EE | $4,253 | $3,972+7.1% | $3,609+17.9% | $5,439-21.8% |
| Admin fee / account holder | $3,609 | $5,710-36.8% | $4,906-26.4% | $10,885-66.8% |