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 | $205,980 | $210,648-2.2% | $177,989+15.7% | $145,922+41.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.20% | 385.86%-368.7pp | 294.48%-277.3pp | 561.29%-544.1pp |
| Employer contribution / active EE | $14,336 | $4,565+214.1% | $3,949+263.1% | $4,660+207.7% |
| Participant deferral / active EE | $17,172 | $6,958+146.8% | $6,276+173.6% | $6,688+156.8% |
| Admin fee / account holder | $1,489 | $12,013-87.6% | $10,363-85.6% | $13,397-88.9% |