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 8-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 | $185,187 | $185,822-0.3% | $169,993+8.9% | $139,434+32.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.24% | 60.50%-41.3pp | 53.37%-34.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $23,897 | $7,590+214.8% | $6,785+252.2% | $4,751+403.0% |
| Participant deferral / active EE | $27,328 | $11,622+135.1% | $10,408+162.6% | $6,710+307.3% |
| Admin fee / account holder | $1,009 | $15,381-93.4% | $12,815-92.1% | $11,403-91.2% |