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 | $180,406 | $197,591-8.7% | $177,821+1.5% | $158,922+13.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.32% | 58.76%-43.4pp | 48.32%-33.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $14,412 | $6,697+115.2% | $5,918+143.5% | $4,761+202.7% |
| Participant deferral / active EE | $8,720 | $8,405+3.8% | $7,714+13.0% | $5,982+45.8% |
| Admin fee / account holder | $4,287 | $15,399-72.2% | $12,427-65.5% | $11,246-61.9% |