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 | $194,311 | $118,680+63.7% | $98,907+96.5% | $158,922+22.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.34% | 372.35%-367.0pp | 196.43%-191.1pp | 302.83%-297.5pp |
| Employer contribution / active EE | $13,636 | $3,333+309.1% | $2,689+407.1% | $4,761+186.4% |
| Participant deferral / active EE | $8,908 | $5,088+75.1% | $4,244+109.9% | $5,982+48.9% |
| Admin fee / account holder | $4,940 | $10,131-51.2% | $6,642-25.6% | $11,246-56.1% |