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 8-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 | $222,366 | $165,584+34.3% | $142,942+55.6% | $137,256+62.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 15.25% | 164.22%-149.0pp | 113.70%-98.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $6,238 | $4,725+32.0% | $4,139+50.7% | $4,156+50.1% |
| Participant deferral / active EE | $13,570 | $8,194+65.6% | $7,128+90.4% | $6,407+111.8% |
| Admin fee / account holder | $10,283 | $16,167-36.4% | $12,475-17.6% | $12,270-16.2% |