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 | $182,104 | $96,305+89.1% | $80,569+126.0% | $139,434+30.6% |
| Participation rate | 78.9% | 73.6%+5.3pp | 67.0%+11.9pp | 80.3%-1.4pp |
| Annual return | 17.25% | 1350.08%-1332.8pp | 935.43%-918.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,582 | $3,262-51.5% | $2,723-41.9% | $4,751-66.7% |
| Participant deferral / active EE | $6,276 | $5,232+20.0% | $4,447+41.1% | $6,710-6.5% |
| Admin fee / account holder | $781 | $6,599-88.2% | $5,377-85.5% | $11,403-93.1% |