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 | $173,303 | $95,193+82.1% | $76,523+126.5% | $135,375+28.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 8.33% | 4.85%+3.5pp | -0.27%+8.6pp | 519.73%-511.4pp |
| Employer contribution / active EE | $10,902 | $3,302+230.1% | $2,647+311.9% | $4,779+128.1% |
| Participant deferral / active EE | $2,668 | $4,639-42.5% | $3,835-30.4% | $5,609-52.4% |
| Admin fee / account holder | $12,615 | $6,249+101.9% | $4,848+160.2% | $10,827+16.5% |