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 8-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 | $125,744 | $99,877+25.9% | $84,966+48.0% | $145,922-13.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 26.20% | 83.76%-57.6pp | 66.38%-40.2pp | 561.29%-535.1pp |
| Employer contribution / active EE | $44,372 | $3,231+1273.2% | $2,727+1527.1% | $4,660+852.3% |
| Participant deferral / active EE | $33,040 | $5,291+524.5% | $4,519+631.1% | $6,688+394.0% |
| Admin fee / account holder | $601 | $7,248-91.7% | $6,149-90.2% | $13,397-95.5% |