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 | $203,474 | $226,064-10.0% | $182,532+11.5% | $152,861+33.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 14.71% | 192.51%-177.8pp | 148.54%-133.8pp | 345.32%-330.6pp |
| Employer contribution / active EE | $22,967 | $4,978+361.3% | $4,076+463.5% | $4,762+382.3% |
| Participant deferral / active EE | $15,599 | $6,368+145.0% | $5,524+182.4% | $5,850+166.6% |
| Admin fee / account holder | $1,122 | $10,703-89.5% | $8,592-86.9% | $11,596-90.3% |