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 | $217,815 | $175,202+24.3% | $149,673+45.5% | $139,434+56.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.37% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $6,731 | $5,474+23.0% | $4,818+39.7% | $4,751+41.7% |
| Participant deferral / active EE | $4,714 | $6,519-27.7% | $5,680-17.0% | $6,710-29.8% |
| Admin fee / account holder | $704 | $16,150-95.6% | $13,210-94.7% | $11,403-93.8% |