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 5-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 | $162,641 | $104,974+54.9% | $95,585+70.2% | $142,382+14.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.02% | 210.33%-190.3pp | 38.56%-18.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $14,697 | $2,779+428.9% | $2,527+481.7% | $4,299+241.9% |
| Participant deferral / active EE | $15,956 | $4,352+266.6% | $4,023+296.7% | $6,507+145.2% |
| Admin fee / account holder | $511 | $6,386-92.0% | $6,127-91.7% | $12,624-96.0% |