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 | $229,975 | $198,466+15.9% | $170,442+34.9% | $147,584+55.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.38% | 257.29%-246.9pp | 205.93%-195.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,876 | $6,184-69.7% | $5,433-65.5% | $4,876-61.5% |
| Participant deferral / active EE | $4,296 | $5,629-23.7% | $4,939-13.0% | $5,439-21.0% |
| Admin fee / account holder | $1,786 | $16,852-89.4% | $13,880-87.1% | $10,885-83.6% |