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 | $223,402 | $124,319+79.7% | $111,297+100.7% | $167,490+33.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.02% | 37.44%-23.4pp | 54.65%-40.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $7,096 | $3,435+106.6% | $2,731+159.8% | $4,837+46.7% |
| Participant deferral / active EE | $9,415 | $5,180+81.7% | $4,487+109.8% | $6,341+48.5% |
| Admin fee / account holder | $10,354 | $10,618-2.5% | $7,964+30.0% | $12,309-15.9% |