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 | $225,852 | $107,934+109.3% | $91,989+145.5% | $152,861+47.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 14.63% | 89.24%-74.6pp | 69.02%-54.4pp | 345.32%-330.7pp |
| Employer contribution / active EE | $2,028 | $4,210-51.8% | $3,452-41.3% | $4,762-57.4% |
| Participant deferral / active EE | $2,853 | $6,364-55.2% | $5,923-51.8% | $5,850-51.2% |
| Admin fee / account holder | $4,838 | $10,520-54.0% | $7,743-37.5% | $11,596-58.3% |