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 | $194,525 | $209,832-7.3% | $189,513+2.6% | $167,490+16.1% |
| Participation rate | 95.2% | 88.7%+6.6pp | 87.8%+7.4pp | 82.1%+13.1pp |
| Annual return | 15.62% | 748.27%-732.7pp | 555.15%-539.5pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,381 | $6,914-65.6% | $6,162-61.4% | $4,837-50.8% |
| Participant deferral / active EE | $9,449 | $8,935+5.8% | $8,221+14.9% | $6,341+49.0% |
| Admin fee / account holder | $1,353 | $14,293-90.5% | $12,045-88.8% | $12,309-89.0% |