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 | $230,204 | $209,411+9.9% | $178,490+29.0% | $158,922+44.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.36% | 188.75%-175.4pp | 151.07%-137.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,860 | $5,706-49.9% | $5,011-42.9% | $4,761-39.9% |
| Participant deferral / active EE | $13,000 | $5,954+118.3% | $5,202+149.9% | $5,982+117.3% |
| Admin fee / account holder | $916 | $17,074-94.6% | $13,984-93.5% | $11,246-91.9% |