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 | $182,744 | $90,600+101.7% | $79,464+130.0% | $135,375+35.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 14.40% | 977.43%-963.0pp | 718.14%-703.7pp | 519.73%-505.3pp |
| Employer contribution / active EE | $8,514 | $3,068+177.5% | $2,800+204.0% | $4,779+78.2% |
| Participant deferral / active EE | $10,923 | $4,050+169.7% | $3,704+194.9% | $5,609+94.8% |
| Admin fee / account holder | $5,658 | $5,907-4.2% | $5,113+10.7% | $10,827-47.7% |