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 5-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 | $225,424 | $99,877+125.7% | $84,966+165.3% | $145,922+54.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.36% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $30,000 | $3,231+828.4% | $2,727+1000.1% | $4,660+543.8% |
| Participant deferral / active EE | $30,500 | $5,291+476.5% | $4,519+574.9% | $6,688+356.1% |
| Admin fee / account holder | $862 | $7,248-88.1% | $6,149-86.0% | $13,397-93.6% |