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 | $101,350 | $58,927+72.0% | $76,817+31.9% | $72,985+38.9% |
| Participation rate | 90.5% | 67.3%+23.1pp | 72.1%+18.4pp | 69.5%+21.0pp |
| Annual return | 21.90% | 2305.64%-2283.7pp | 1166.11%-1144.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,839 | $1,787+114.9% | $2,302+66.8% | $2,440+57.4% |
| Participant deferral / active EE | $3,044 | $2,690+13.1% | $3,336-8.7% | $3,607-15.6% |
| Admin fee / account holder | $1,447 | $4,013-63.9% | $6,420-77.5% | $5,124-71.8% |