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 | $200,754 | $165,335+21.4% | $149,696+34.1% | $158,922+26.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.39% | 348.15%-322.8pp | 276.60%-251.2pp | 302.83%-277.4pp |
| Employer contribution / active EE | $17,258 | $5,103+238.2% | $4,644+271.6% | $4,761+262.5% |
| Participant deferral / active EE | $5,912 | $7,181-17.7% | $6,842-13.6% | $5,982-1.2% |
| Admin fee / account holder | $1,512 | $10,807-86.0% | $9,309-83.8% | $11,246-86.6% |