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 | $196,911 | $126,574+55.6% | $106,213+85.4% | $145,922+34.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.78% | 224.79%-214.0pp | 116.14%-105.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $10,840 | $3,730+190.6% | $3,171+241.8% | $4,660+132.6% |
| Participant deferral / active EE | $12,579 | $5,724+119.8% | $5,016+150.8% | $6,688+88.1% |
| Admin fee / account holder | $378 | $17,304-97.8% | $11,033-96.6% | $13,397-97.2% |