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 3-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 | $208,794 | $159,934+30.5% | $147,005+42.0% | $145,959+43.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 14.73% | 98.24%-83.5pp | 418.76%-404.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $15,631 | $5,287+195.6% | $4,934+216.8% | $4,661+235.4% |
| Participant deferral / active EE | $7,775 | $8,427-7.7% | $8,070-3.7% | $6,689+16.2% |
| Admin fee / account holder | $9,974 | $15,053-33.7% | $13,006-23.3% | $13,398-25.6% |