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 | $228,131 | $165,984+37.4% | $164,813+38.4% | $145,922+56.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.22% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,694 | $5,273-67.9% | $4,341-61.0% | $4,660-63.6% |
| Participant deferral / active EE | $7,909 | $6,959+13.6% | $6,031+31.1% | $6,688+18.3% |
| Admin fee / account holder | $4,285 | $16,648-74.3% | $12,690-66.2% | $13,397-68.0% |