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 | $175,674 | $70,756+148.3% | $65,493+168.2% | $142,382+23.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.85% | 1754.89%-1738.0pp | 982.45%-965.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,719 | $2,881+29.1% | $2,574+44.5% | $4,299-13.5% |
| Participant deferral / active EE | $9,315 | $4,637+100.9% | $3,961+135.2% | $6,507+43.1% |
| Admin fee / account holder | $3,304 | $6,559-49.6% | $5,028-34.3% | $12,624-73.8% |