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 | $91,374 | $30,400+200.6% | $53,898+69.5% | $84,808+7.7% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 18.06% | 500.19%-482.1pp | 528.60%-510.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,606 | $603+498.2% | $932+286.9% | $2,631+37.1% |
| Participant deferral / active EE | $10,321 | $1,199+761.1% | $1,826+465.1% | $4,212+145.1% |
| Admin fee / account holder | $1,094 | $1,993-45.1% | $2,491-56.1% | $7,344-85.1% |