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 | $160,914 | $100,773+59.7% | $88,946+80.9% | $142,382+13.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.23% | 70.18%-50.0pp | 57.82%-37.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $14,345 | $2,918+391.7% | $2,555+461.5% | $4,299+233.7% |
| Participant deferral / active EE | $10,448 | $5,230+99.8% | $4,581+128.1% | $6,507+60.6% |
| Admin fee / account holder | $18,412 | $9,693+90.0% | $8,261+122.9% | $12,624+45.9% |