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 | $170,847 | $49,173+247.4% | $121,098+41.1% | $75,163+127.3% |
| Participation rate | 74.5% | 55.4%+19.1pp | 69.5%+5.0pp | 67.2%+7.3pp |
| Annual return | 19.63% | 55.99%-36.4pp | 985.75%-966.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $5,425 | $1,546+251.0% | $4,164+30.3% | $2,670+103.2% |
| Participant deferral / active EE | $11,107 | $2,628+322.7% | $4,080+172.2% | $4,125+169.2% |
| Admin fee / account holder | $897 | $3,942-77.3% | $5,644-84.1% | $5,651-84.1% |