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 | $219,763 | $209,411+4.9% | $178,490+23.1% | $158,922+38.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.05% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $26,105 | $5,706+357.5% | $5,011+421.0% | $4,761+448.3% |
| Participant deferral / active EE | $18,044 | $5,954+203.0% | $5,202+246.9% | $5,982+201.6% |
| Admin fee / account holder | $483 | $17,074-97.2% | $13,984-96.5% | $11,246-95.7% |