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 | $216,423 | $156,846+38.0% | $121,098+78.7% | $139,434+55.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 18.04% | 1474.56%-1456.5pp | 985.75%-967.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,338 | $5,536-57.8% | $4,164-43.9% | $4,751-50.8% |
| Participant deferral / active EE | $6,680 | $4,844+37.9% | $4,080+63.7% | $6,710-0.5% |
| Admin fee / account holder | $2,047 | $6,946-70.5% | $5,644-63.7% | $11,403-82.0% |