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 | $218,160 | $113,339+92.5% | $94,993+129.7% | $147,584+47.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 15.82% | 20.77%-4.9pp | 27.12%-11.3pp | 578.55%-562.7pp |
| Employer contribution / active EE | $6,681 | $3,160+111.4% | $2,603+156.6% | $4,876+37.0% |
| Participant deferral / active EE | $624 | $3,777-83.5% | $3,317-81.2% | $5,439-88.5% |
| Admin fee / account holder | $13,055 | $6,063+115.3% | $4,960+163.2% | $10,885+19.9% |