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 | $175,676 | $112,096+56.7% | $95,952+83.1% | $158,922+10.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.67% | 171.09%-152.4pp | 91.61%-72.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $3,408 | $3,198+6.6% | $2,541+34.1% | $4,761-28.4% |
| Participant deferral / active EE | $14,956 | $4,784+212.6% | $4,167+258.9% | $5,982+150.0% |
| Admin fee / account holder | $1,071 | $10,130-89.4% | $6,795-84.2% | $11,246-90.5% |