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 | $139,837 | $63,346+120.8% | $92,233+51.6% | $70,131+99.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.90% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $5,497 | $2,471+122.5% | $3,679+49.4% | $2,342+134.7% |
| Participant deferral / active EE | $4,270 | $2,854+49.6% | $3,897+9.6% | $3,332+28.1% |
| Admin fee / account holder | $10,184 | $3,840+165.2% | $5,194+96.1% | $4,645+119.2% |