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 | $156,681 | $105,998+47.8% | $92,233+69.9% | $147,584+6.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.10% | 50.05%-33.0pp | 176.28%-159.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $13,007 | $4,333+200.2% | $3,679+253.5% | $4,876+166.7% |
| Participant deferral / active EE | $5,569 | $4,478+24.4% | $3,897+42.9% | $5,439+2.4% |
| Admin fee / account holder | $1,024 | $6,332-83.8% | $5,194-80.3% | $10,885-90.6% |