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 | $214,526 | $92,222+132.6% | $76,768+179.4% | $135,375+58.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 111.91% | 5.46%+106.4pp | 2.43%+109.5pp | 519.73%-407.8pp |
| Employer contribution / active EE | $17,468 | $3,216+443.2% | $2,485+602.9% | $4,779+265.5% |
| Participant deferral / active EE | $17,233 | $4,509+282.2% | $3,852+347.4% | $5,609+207.2% |
| Admin fee / account holder | $746 | $10,748-93.1% | $6,675-88.8% | $10,827-93.1% |