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 | $230,895 | $177,572+30.0% | $154,803+49.2% | $142,382+62.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.01% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $7,926 | $4,810+64.8% | $4,305+84.1% | $4,299+84.4% |
| Participant deferral / active EE | $8,529 | $6,272+36.0% | $5,540+53.9% | $6,507+31.1% |
| Admin fee / account holder | $1,169 | $16,786-93.0% | $14,329-91.8% | $12,624-90.7% |