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 | $173,006 | $104,907+64.9% | $84,611+104.5% | $152,861+13.2% |
| Participation rate | 94.7% | 74.8%+19.9pp | 68.2%+26.5pp | 82.4%+12.3pp |
| Annual return | 19.87% | 373.79%-353.9pp | 258.74%-238.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,541 | $3,302+7.2% | $2,652+33.5% | $4,762-25.6% |
| Participant deferral / active EE | $9,630 | $4,688+105.4% | $3,899+147.0% | $5,850+64.6% |
| Admin fee / account holder | $1,079 | $6,241-82.7% | $4,912-78.0% | $11,596-90.7% |