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 | $144,611 | $81,625+77.2% | $58,482+147.3% | $139,434+3.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.93% | 7404.20%-7389.3pp | 4239.32%-4224.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $10,486 | $1,398+649.9% | $1,053+895.6% | $4,751+120.7% |
| Participant deferral / active EE | $6,910 | $2,557+170.3% | $1,924+259.2% | $6,710+3.0% |
| Admin fee / account holder | $4,502 | $3,265+37.9% | $2,516+78.9% | $11,403-60.5% |