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 | $235,270 | $227,553+3.4% | $189,557+24.1% | $167,490+40.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.79% | 78.40%-61.6pp | 64.17%-47.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $13,324 | $5,316+150.6% | $4,412+202.0% | $4,837+175.4% |
| Participant deferral / active EE | $12,787 | $7,002+82.6% | $6,174+107.1% | $6,341+101.7% |
| Admin fee / account holder | $24,726 | $11,878+108.2% | $9,807+152.1% | $12,309+100.9% |