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 | $155,125 | $84,696+83.2% | $75,696+104.9% | $167,490-7.4% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.8%+20.6pp | 82.1%+13.3pp |
| Annual return | 17.89% | 199.36%-181.5pp | 104.53%-86.6pp | 478.56%-460.7pp |
| Employer contribution / active EE | $4,404 | $3,230+36.3% | $2,743+60.6% | $4,837-9.0% |
| Participant deferral / active EE | $10,410 | $4,580+127.3% | $3,821+172.4% | $6,341+64.2% |
| Admin fee / account holder | $5,944 | $5,355+11.0% | $3,619+64.2% | $12,309-51.7% |