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 | $196,149 | $81,632+140.3% | $70,449+178.4% | $158,922+23.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.99% | 208.40%-193.4pp | 109.03%-94.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $16,274 | $3,217+405.9% | $2,737+494.7% | $4,761+241.8% |
| Participant deferral / active EE | $7,962 | $4,554+74.8% | $3,709+114.7% | $5,982+33.1% |
| Admin fee / account holder | $1,236 | $6,193-80.0% | $3,845-67.9% | $11,246-89.0% |