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 | $240,978 | $214,378+12.4% | $200,582+20.1% | $142,382+69.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.18% | 46.41%-33.2pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $24,388 | $6,841+256.5% | $6,419+279.9% | $4,299+467.3% |
| Participant deferral / active EE | $19,858 | $9,865+101.3% | $9,331+112.8% | $6,507+205.2% |
| Admin fee / account holder | $2,515 | $17,692-85.8% | $16,305-84.6% | $12,624-80.1% |