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 | $190,682 | $126,574+50.6% | $106,213+79.5% | $145,922+30.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.57% | 224.79%-210.2pp | 116.14%-101.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,027 | $3,730-45.7% | $3,171-36.1% | $4,660-56.5% |
| Participant deferral / active EE | $19,584 | $5,724+242.2% | $5,016+290.4% | $6,688+192.8% |
| Admin fee / account holder | $6,201 | $17,304-64.2% | $11,033-43.8% | $13,397-53.7% |