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 3-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 | $229,152 | $183,519+24.9% | $155,509+47.4% | $145,922+57.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $46,001 | $5,313+765.9% | $4,672+884.5% | $4,660+887.2% |
| Participant deferral / active EE | $23,743 | $6,462+267.4% | $5,626+322.0% | $6,688+255.0% |
| Admin fee / account holder | $2,701 | $19,313-86.0% | $15,912-83.0% | $13,397-79.8% |