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 | $124,938 | $107,334+16.4% | $92,893+34.5% | $152,861-18.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.38% | 145.58%-127.2pp | 109.41%-91.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $10,988 | $4,221+160.3% | $3,653+200.8% | $4,762+130.7% |
| Participant deferral / active EE | $13,561 | $4,845+179.9% | $4,236+220.1% | $5,850+131.8% |
| Admin fee / account holder | $18,292 | $7,079+158.4% | $5,794+215.7% | $11,596+57.7% |