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 | $118,572 | $102,966+15.2% | $90,281+31.3% | $152,861-22.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.96% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,440 | $3,139-22.3% | $2,854-14.5% | $4,762-48.8% |
| Participant deferral / active EE | $16,260 | $4,281+279.8% | $3,885+318.5% | $5,850+177.9% |
| Admin fee / account holder | $713 | $6,171-88.4% | $5,351-86.7% | $11,596-93.8% |