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 | $142,096 | $65,409+117.2% | $98,442+44.3% | $85,850+65.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 27.05% | 21.76%+5.3pp | 1492.73%-1465.7pp | 318.53%-291.5pp |
| Employer contribution / active EE | $4,830 | $2,168+122.8% | $2,960+63.2% | $2,565+88.3% |
| Participant deferral / active EE | $5,756 | $3,166+81.8% | $4,276+34.6% | $3,952+45.7% |
| Admin fee / account holder | $667 | $4,593-85.5% | $5,949-88.8% | $6,260-89.3% |