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 9-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 | $232,441 | $183,592+26.6% | $155,567+49.4% | $145,959+59.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.04% | 61.24%-27.2pp | 64.74%-30.7pp | 561.95%-527.9pp |
| Employer contribution / active EE | $17,500 | $5,315+229.3% | $4,674+274.4% | $4,661+275.5% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,121 | $19,318-37.3% | $15,916-23.8% | $13,398-9.5% |