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 | $216,324 | $178,174+21.4% | $156,181+38.5% | $137,256+57.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.39% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,782 | $4,972-23.9% | $4,294-11.9% | $4,156-9.0% |
| Participant deferral / active EE | $14,389 | $6,888+108.9% | $6,132+134.6% | $6,407+124.6% |
| Admin fee / account holder | $13,277 | $17,404-23.7% | $14,586-9.0% | $12,270+8.2% |