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 | $210,958 | $106,890+97.4% | $84,015+151.1% | $152,861+38.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.33% | 104.99%-86.7pp | 71.31%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,632 | $2,734-3.7% | $1,983+32.7% | $4,762-44.7% |
| Participant deferral / active EE | $6,271 | $4,011+56.3% | $3,239+93.6% | $5,850+7.2% |
| Admin fee / account holder | $22,080 | $8,285+166.5% | $6,101+261.9% | $11,596+90.4% |