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 | $232,066 | $105,859+119.2% | $90,160+157.4% | $147,584+57.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.24% | 37.63%-18.4pp | 34.88%-15.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $4,678 | $4,126+13.4% | $3,318+41.0% | $4,876-4.1% |
| Participant deferral / active EE | $16,768 | $5,733+192.5% | $5,288+217.1% | $5,439+208.3% |
| Admin fee / account holder | $1,307 | $8,046-83.8% | $5,943-78.0% | $10,885-88.0% |