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 | $208,549 | $104,974+98.7% | $95,585+118.2% | $142,382+46.5% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 19.58% | 210.33%-190.7pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,735 | $2,779-1.6% | $2,527+8.2% | $4,299-36.4% |
| Participant deferral / active EE | $8,738 | $4,352+100.8% | $4,023+117.2% | $6,507+34.3% |
| Admin fee / account holder | $873 | $6,386-86.3% | $6,127-85.7% | $12,624-93.1% |