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 | $173,572 | $54,705+217.3% | $71,209+143.8% | $84,808+104.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.69% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,817 | $2,158+76.9% | $2,721+40.3% | $2,631+45.1% |
| Participant deferral / active EE | $6,422 | $3,030+111.9% | $4,175+53.8% | $4,212+52.5% |
| Admin fee / account holder | $9,441 | $4,863+94.1% | $5,349+76.5% | $7,344+28.6% |