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 | $209,954 | $114,381+83.6% | $107,525+95.3% | $142,382+47.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.25% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $17,186 | $4,015+328.1% | $3,754+357.9% | $4,299+299.8% |
| Participant deferral / active EE | $16,000 | $5,564+187.6% | $5,116+212.8% | $6,507+145.9% |
| Admin fee / account holder | $8,615 | $9,860-12.6% | $8,919-3.4% | $12,624-31.8% |