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 | $245,845 | $133,922+83.6% | $116,228+111.5% | $142,382+72.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.35% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,463 | $3,446-28.5% | $2,994-17.8% | $4,299-42.7% |
| Participant deferral / active EE | $10,232 | $5,672+80.4% | $4,953+106.6% | $6,507+57.2% |
| Admin fee / account holder | $4,530 | $14,945-69.7% | $11,989-62.2% | $12,624-64.1% |