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 | $151,893 | $175,202-13.3% | $149,673+1.5% | $139,434+8.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.79% | 166.71%-143.9pp | 134.42%-111.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $2,248 | $5,474-58.9% | $4,818-53.3% | $4,751-52.7% |
| Participant deferral / active EE | $8,992 | $6,519+37.9% | $5,680+58.3% | $6,710+34.0% |
| Admin fee / account holder | $14,368 | $16,150-11.0% | $13,210+8.8% | $11,403+26.0% |