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 | $209,206 | $111,754+87.2% | $103,333+102.5% | $145,922+43.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.06% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $12,091 | $4,212+187.0% | $3,868+212.6% | $4,660+159.5% |
| Participant deferral / active EE | $10,224 | $5,619+82.0% | $5,057+102.2% | $6,688+52.9% |
| Admin fee / account holder | $1,503 | $9,750-84.6% | $8,355-82.0% | $13,397-88.8% |