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 | $243,124 | $165,984+46.5% | $164,813+47.5% | $145,922+66.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 14.70% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,247 | $5,273-57.4% | $4,341-48.2% | $4,660-51.8% |
| Participant deferral / active EE | $8,899 | $6,959+27.9% | $6,031+47.5% | $6,688+33.1% |
| Admin fee / account holder | $19,756 | $16,648+18.7% | $12,690+55.7% | $13,397+47.5% |