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 | $182,729 | $102,966+77.5% | $90,281+102.4% | $152,861+19.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.85% | 95.16%-81.3pp | 78.10%-64.2pp | 345.32%-331.5pp |
| Employer contribution / active EE | $6,531 | $3,139+108.1% | $2,854+128.8% | $4,762+37.1% |
| Participant deferral / active EE | $11,098 | $4,281+159.2% | $3,885+185.6% | $5,850+89.7% |
| Admin fee / account holder | $10,215 | $6,171+65.5% | $5,351+90.9% | $11,596-11.9% |