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 | $243,167 | $118,680+104.9% | $98,907+145.9% | $158,922+53.0% |
| Participation rate | 93.3% | 77.8%+15.5pp | 76.0%+17.3pp | 82.0%+11.4pp |
| Annual return | 10.81% | 372.35%-361.5pp | 196.43%-185.6pp | 302.83%-292.0pp |
| Employer contribution / active EE | $5,225 | $3,333+56.8% | $2,689+94.3% | $4,761+9.7% |
| Participant deferral / active EE | $3,894 | $5,088-23.5% | $4,244-8.3% | $5,982-34.9% |
| Admin fee / account holder | $6,765 | $10,131-33.2% | $6,642+1.9% | $11,246-39.8% |