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 | $222,472 | $106,890+108.1% | $84,015+164.8% | $152,861+45.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.21% | 104.99%-85.8pp | 71.31%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,434 | $2,734+25.6% | $1,983+73.1% | $4,762-27.9% |
| Participant deferral / active EE | $10,822 | $4,011+169.8% | $3,239+234.1% | $5,850+85.0% |
| Admin fee / account holder | $20,000 | $8,285+141.4% | $6,101+227.8% | $11,596+72.5% |