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 10-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 | $241,817 | $127,065+90.3% | $113,168+113.7% | $142,382+69.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.09% | 24.03%-1.9pp | 24.27%-2.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,573 | $3,442+32.8% | $2,975+53.7% | $4,299+6.4% |
| Participant deferral / active EE | $12,419 | $5,716+117.3% | $5,107+143.2% | $6,507+90.8% |
| Admin fee / account holder | $2,429 | $15,736-84.6% | $12,068-79.9% | $12,624-80.8% |