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 | $194,008 | $106,890+81.5% | $84,015+130.9% | $152,861+26.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.31% | 104.99%-79.7pp | 71.31%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $4,062 | $2,734+48.6% | $1,983+104.8% | $4,762-14.7% |
| Participant deferral / active EE | $7,303 | $4,011+82.1% | $3,239+125.5% | $5,850+24.8% |
| Admin fee / account holder | $2,284 | $8,285-72.4% | $6,101-62.6% | $11,596-80.3% |