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 | $243,398 | $109,982+121.3% | $97,226+150.3% | $145,922+66.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.18% | 242.90%-227.7pp | 75.13%-60.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,613 | $3,084-15.3% | $2,729-4.2% | $4,660-43.9% |
| Participant deferral / active EE | $8,293 | $4,676+77.3% | $4,264+94.5% | $6,688+24.0% |
| Admin fee / account holder | $338 | $6,221-94.6% | $5,654-94.0% | $13,397-97.5% |