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 | $170,120 | $123,909+37.3% | $69,647+144.3% | $145,922+16.6% |
| Participation rate | 80.0% | 69.2%+10.8pp | 66.5%+13.5pp | 80.3%-0.3pp |
| Annual return | 13.22% | 190.55%-177.3pp | 100.48%-87.3pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,145 | $2,682-57.3% | $1,712-33.2% | $4,660-75.4% |
| Participant deferral / active EE | $5,791 | $4,236+36.7% | $2,886+100.7% | $6,688-13.4% |
| Admin fee / account holder | $4,108 | $7,863-47.8% | $4,713-12.8% | $13,397-69.3% |