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 | $174,140 | $72,400+140.5% | $67,502+158.0% | $145,922+19.3% |
| Participation rate | 91.7% | 76.9%+14.8pp | 72.9%+18.8pp | 80.3%+11.4pp |
| Annual return | 10.37% | 7182.46%-7172.1pp | 3512.12%-3501.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $13,874 | $3,069+352.1% | $2,731+408.1% | $4,660+197.8% |
| Participant deferral / active EE | $7,123 | $4,783+48.9% | $4,000+78.1% | $6,688+6.5% |
| Admin fee / account holder | $2,165 | $5,539-60.9% | $3,998-45.8% | $13,397-83.8% |