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 | $151,463 | $53,127+185.1% | $86,590+74.9% | $70,131+116.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.55% | 27.66%-15.1pp | 964.84%-952.3pp | 73.14%-60.6pp |
| Employer contribution / active EE | $11,400 | $2,068+451.2% | $2,839+301.5% | $2,342+386.7% |
| Participant deferral / active EE | $2,689 | $2,696-0.2% | $3,609-25.5% | $3,332-19.3% |
| Admin fee / account holder | $501 | $3,585-86.0% | $4,906-89.8% | $4,645-89.2% |