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 | $156,051 | $72,400+115.5% | $67,502+131.2% | $145,922+6.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.05% | 7182.46%-7172.4pp | 3512.12%-3502.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $14,296 | $3,069+365.8% | $2,731+423.5% | $4,660+206.8% |
| Participant deferral / active EE | $8,735 | $4,783+82.6% | $4,000+118.4% | $6,688+30.6% |
| Admin fee / account holder | $43,199 | $5,539+680.0% | $3,998+980.6% | $13,397+222.5% |