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 | $249,724 | $209,411+19.3% | $178,490+39.9% | $158,922+57.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.96% | 188.75%-174.8pp | 151.07%-137.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $9,616 | $5,706+68.5% | $5,011+91.9% | $4,761+102.0% |
| Participant deferral / active EE | $15,246 | $5,954+156.0% | $5,202+193.1% | $5,982+154.9% |
| Admin fee / account holder | $2,295 | $17,074-86.6% | $13,984-83.6% | $11,246-79.6% |