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 | $201,542 | $124,319+62.1% | $111,297+81.1% | $167,490+20.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.64% | 37.44%-22.8pp | 54.65%-40.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $3,209 | $3,435-6.6% | $2,731+17.5% | $4,837-33.7% |
| Participant deferral / active EE | $15,734 | $5,180+203.7% | $4,487+250.6% | $6,341+148.1% |
| Admin fee / account holder | $28,415 | $10,618+167.6% | $7,964+256.8% | $12,309+130.8% |