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 | $137,805 | $85,202+61.7% | $172,739-20.2% | $72,985+88.8% |
| Participation rate | 86.7% | 70.1%+16.6pp | 82.6%+4.0pp | 69.5%+17.2pp |
| Annual return | 27.56% | 27.32%+0.2pp | 802.84%-775.3pp | 81.00%-53.4pp |
| Employer contribution / active EE | $12,693 | $3,324+281.8% | $5,143+146.8% | $2,440+420.2% |
| Participant deferral / active EE | $4,116 | $3,260+26.2% | $5,198-20.8% | $3,607+14.1% |
| Admin fee / account holder | $376 | $5,884-93.6% | $13,954-97.3% | $5,124-92.7% |