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 6-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 | $175,549 | $140,940+24.6% | $112,229+56.4% | $139,434+25.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.43% | 32.71%-16.3pp | 30.20%-13.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $9,535 | $4,283+122.6% | $3,430+178.0% | $4,751+100.7% |
| Participant deferral / active EE | $12,845 | $5,874+118.7% | $4,798+167.7% | $6,710+91.4% |
| Admin fee / account holder | $1,014 | $9,954-89.8% | $7,748-86.9% | $11,403-91.1% |