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 | $213,206 | $157,256+35.6% | $141,162+51.0% | $152,861+39.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.50% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,302 | $5,261-56.2% | $4,735-51.4% | $4,762-51.7% |
| Participant deferral / active EE | $3,592 | $7,109-49.5% | $6,709-46.5% | $5,850-38.6% |
| Admin fee / account holder | $2,944 | $12,120-75.7% | $10,261-71.3% | $11,596-74.6% |