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 | $230,256 | $135,952+69.4% | $123,892+85.9% | $273,961-16.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.19% | 56.63%-45.4pp | 47.52%-36.3pp | 41.45%-30.3pp |
| Employer contribution / active EE | $5,634 | $5,170+9.0% | $4,617+22.0% | $4,869+15.7% |
| Participant deferral / active EE | $9,864 | $6,343+55.5% | $5,984+64.8% | $5,287+86.6% |
| Admin fee / account holder | $3,000 | $9,817-69.4% | $8,357-64.1% | $10,132-70.4% |