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 | $178,563 | $99,020+80.3% | $86,590+106.2% | $147,584+21.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.65% | 1312.34%-1302.7pp | 964.84%-955.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,428 | $3,132+9.5% | $2,839+20.7% | $4,876-29.7% |
| Participant deferral / active EE | $6,261 | $3,972+57.6% | $3,609+73.5% | $5,439+15.1% |
| Admin fee / account holder | $24,182 | $5,710+323.5% | $4,906+392.9% | $10,885+122.2% |