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 | $217,260 | $106,890+103.3% | $84,015+158.6% | $152,861+42.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.42% | 104.99%-80.6pp | 71.31%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $6,617 | $2,734+142.0% | $1,983+233.6% | $4,762+39.0% |
| Participant deferral / active EE | $9,547 | $4,011+138.0% | $3,239+194.8% | $5,850+63.2% |
| Admin fee / account holder | $982 | $8,285-88.1% | $6,101-83.9% | $11,596-91.5% |