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 7-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 | $227,600 | $95,971+137.2% | $74,550+205.3% | $135,375+68.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.93% | 56.96%-51.0pp | 32.53%-26.6pp | 519.73%-513.8pp |
| Employer contribution / active EE | $7,776 | $2,716+186.3% | $1,961+296.5% | $4,779+62.7% |
| Participant deferral / active EE | $7,274 | $3,843+89.2% | $3,108+134.0% | $5,609+29.7% |
| Admin fee / account holder | $53,003 | $6,522+712.7% | $5,060+947.6% | $10,827+389.5% |