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 | $189,023 | $155,788+21.3% | $124,672+51.6% | $167,490+12.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.43% | 17.97%-5.5pp | 5142.93%-5130.5pp | 478.56%-466.1pp |
| Employer contribution / active EE | $6,627 | $4,163+59.2% | $3,324+99.4% | $4,837+37.0% |
| Participant deferral / active EE | $5,677 | $5,673+0.1% | $4,614+23.0% | $6,341-10.5% |
| Admin fee / account holder | $14,749 | $9,531+54.8% | $7,493+96.8% | $12,309+19.8% |