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 | $188,611 | $100,773+87.2% | $88,946+112.1% | $142,382+32.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.36% | 70.18%-49.8pp | 57.82%-37.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $13,091 | $2,918+348.7% | $2,555+412.4% | $4,299+204.5% |
| Participant deferral / active EE | $10,898 | $5,230+108.4% | $4,581+137.9% | $6,507+67.5% |
| Admin fee / account holder | $8,679 | $9,693-10.5% | $8,261+5.1% | $12,624-31.2% |