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 | $244,352 | $198,466+23.1% | $170,442+43.4% | $147,584+65.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.29% | 257.29%-235.0pp | 205.93%-183.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,815 | $6,184-38.3% | $5,433-29.8% | $4,876-21.8% |
| Participant deferral / active EE | $9,331 | $5,629+65.7% | $4,939+88.9% | $5,439+71.6% |
| Admin fee / account holder | $2,291 | $16,852-86.4% | $13,880-83.5% | $10,885-79.0% |