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 | $84,328 | $63,346+33.1% | $92,233-8.6% | $70,131+20.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.21% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $9,485 | $2,471+283.8% | $3,679+157.8% | $2,342+304.9% |
| Participant deferral / active EE | $3,535 | $2,854+23.9% | $3,897-9.3% | $3,332+6.1% |
| Admin fee / account holder | $6,535 | $3,840+70.2% | $5,194+25.8% | $4,645+40.7% |