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 | $200,623 | $133,922+49.8% | $116,228+72.6% | $142,382+40.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.18% | 147.76%-129.6pp | 90.06%-71.9pp | 217.08%-198.9pp |
| Employer contribution / active EE | $7,583 | $3,446+120.1% | $2,994+153.2% | $4,299+76.4% |
| Participant deferral / active EE | $13,561 | $5,672+139.1% | $4,953+173.8% | $6,507+108.4% |
| Admin fee / account holder | $2,904 | $14,945-80.6% | $11,989-75.8% | $12,624-77.0% |