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 | $237,144 | $148,534+59.7% | $135,903+74.5% | $139,434+70.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.87% | 79.19%-59.3pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $18,396 | $5,243+250.9% | $4,856+278.8% | $4,751+287.2% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $7,627 | $12,400-38.5% | $10,762-29.1% | $11,403-33.1% |