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 | $226,515 | $140,940+60.7% | $112,229+101.8% | $139,434+62.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.20% | 32.71%-13.5pp | 30.20%-11.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $10,000 | $4,283+133.5% | $3,430+191.5% | $4,751+110.5% |
| Participant deferral / active EE | $13,333 | $5,874+127.0% | $4,798+177.9% | $6,710+98.7% |
| Admin fee / account holder | $1,446 | $9,954-85.5% | $7,748-81.3% | $11,403-87.3% |