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 | $249,483 | $107,334+132.4% | $92,893+168.6% | $152,861+63.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.10% | 145.58%-127.5pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,437 | $4,221-66.0% | $3,653-60.7% | $4,762-69.8% |
| Participant deferral / active EE | $8,353 | $4,845+72.4% | $4,236+97.2% | $5,850+42.8% |
| Admin fee / account holder | $8,004 | $7,079+13.1% | $5,794+38.1% | $11,596-31.0% |