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 | $229,396 | $111,535+105.7% | $105,223+118.0% | $137,256+67.1% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 16.91% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $10,577 | $3,939+168.5% | $3,689+186.8% | $4,156+154.5% |
| Participant deferral / active EE | $11,481 | $5,500+108.7% | $5,072+126.4% | $6,407+79.2% |
| Admin fee / account holder | $110,292 | $9,721+1034.5% | $8,859+1145.0% | $12,270+798.9% |