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 | $168,219 | $209,832-19.8% | $189,513-11.2% | $167,490+0.4% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 27.36% | 748.27%-720.9pp | 555.15%-527.8pp | 478.56%-451.2pp |
| Employer contribution / active EE | $3,902 | $6,914-43.6% | $6,162-36.7% | $4,837-19.3% |
| Participant deferral / active EE | $5,497 | $8,935-38.5% | $8,221-33.1% | $6,341-13.3% |
| Admin fee / account holder | $5,163 | $14,293-63.9% | $12,045-57.1% | $12,309-58.1% |