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 | $229,691 | $167,484+37.1% | $151,611+51.5% | $134,475+70.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.42% | 7.80%-18.2pp | 3.33%-13.7pp | 417.96%-428.4pp |
| Employer contribution / active EE | $15,923 | $6,829+133.2% | $6,166+158.2% | $4,740+236.0% |
| Participant deferral / active EE | $16,917 | $8,986+88.3% | $8,363+102.3% | $6,400+164.3% |
| Admin fee / account holder | $6,243 | $13,783-54.7% | $11,616-46.3% | $11,426-45.4% |