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 | $169,990 | $106,890+59.0% | $84,015+102.3% | $152,861+11.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.82% | 104.99%-84.2pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,366 | $2,734-50.1% | $1,983-31.1% | $4,762-71.3% |
| Participant deferral / active EE | $8,414 | $4,011+109.8% | $3,239+159.8% | $5,850+43.8% |
| Admin fee / account holder | $768 | $8,285-90.7% | $6,101-87.4% | $11,596-93.4% |