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 5-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 | $235,666 | $214,378+9.9% | $200,582+17.5% | $142,382+65.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.58% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $13,709 | $6,841+100.4% | $6,419+113.6% | $4,299+218.9% |
| Participant deferral / active EE | $29,949 | $9,865+203.6% | $9,331+221.0% | $6,507+360.2% |
| Admin fee / account holder | $862 | $17,692-95.1% | $16,305-94.7% | $12,624-93.2% |