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 | $212,700 | $98,240+116.5% | $82,313+158.4% | $147,584+44.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.01% | 30.85%-10.8pp | 25.88%-5.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $11,250 | $3,192+252.5% | $2,428+363.3% | $4,876+130.7% |
| Participant deferral / active EE | $6,515 | $4,383+48.6% | $3,706+75.8% | $5,439+19.8% |
| Admin fee / account holder | $1,303 | $8,563-84.8% | $5,608-76.8% | $10,885-88.0% |