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 | $249,610 | $115,882+115.4% | $100,516+148.3% | $158,922+57.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.63% | 34.79%-18.2pp | 30.89%-14.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $5,355 | $4,103+30.5% | $3,418+56.7% | $4,761+12.5% |
| Participant deferral / active EE | $4,876 | $6,674-26.9% | $6,270-22.2% | $5,982-18.5% |
| Admin fee / account holder | $645 | $10,995-94.1% | $8,081-92.0% | $11,246-94.3% |