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 | $170,710 | $175,202-2.6% | $149,673+14.1% | $139,434+22.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.96% | 166.71%-154.8pp | 134.42%-122.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,241 | $5,474-59.1% | $4,818-53.5% | $4,751-52.8% |
| Participant deferral / active EE | $2,527 | $6,519-61.2% | $5,680-55.5% | $6,710-62.3% |
| Admin fee / account holder | $625 | $16,150-96.1% | $13,210-95.3% | $11,403-94.5% |