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 | $244,141 | $127,065+92.1% | $113,168+115.7% | $142,382+71.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.95% | 24.03%-2.1pp | 24.27%-2.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $20,352 | $3,442+491.3% | $2,975+584.1% | $4,299+373.4% |
| Participant deferral / active EE | $13,258 | $5,716+131.9% | $5,107+159.6% | $6,507+103.7% |
| Admin fee / account holder | $12,857 | $15,736-18.3% | $12,068+6.5% | $12,624+1.8% |