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 7-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 | $236,663 | $115,770+104.4% | $101,248+133.7% | $158,922+48.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.75% | 56.14%-30.4pp | 46.47%-20.7pp | 302.83%-277.1pp |
| Employer contribution / active EE | $2,622 | $4,175-37.2% | $3,660-28.4% | $4,761-44.9% |
| Participant deferral / active EE | $12,900 | $4,957+160.2% | $4,370+195.2% | $5,982+115.6% |
| Admin fee / account holder | $540 | $7,245-92.6% | $5,945-90.9% | $11,246-95.2% |