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 | $189,633 | $132,634+43.0% | $115,768+63.8% | $137,256+38.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.46% | 160.70%-145.2pp | 100.46%-85.0pp | 220.34%-204.9pp |
| Employer contribution / active EE | $13,032 | $3,360+287.9% | $2,940+343.3% | $4,156+213.6% |
| Participant deferral / active EE | $5,973 | $5,619+6.3% | $4,917+21.5% | $6,407-6.8% |
| Admin fee / account holder | $3,753 | $15,028-75.0% | $12,439-69.8% | $12,270-69.4% |