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 | $176,945 | $135,635+30.5% | $110,238+60.5% | $135,375+30.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 4.53% | 513.19%-508.7pp | 314.74%-310.2pp | 519.73%-515.2pp |
| Employer contribution / active EE | $1,442 | $4,906-70.6% | $3,826-62.3% | $4,779-69.8% |
| Participant deferral / active EE | $15,576 | $5,506+182.9% | $4,672+233.4% | $5,609+177.7% |
| Admin fee / account holder | $2,433 | $11,457-78.8% | $8,547-71.5% | $10,827-77.5% |