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 | $183,991 | $178,174+3.3% | $156,181+17.8% | $137,256+34.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.00% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,361 | $4,972-12.3% | $4,294+1.6% | $4,156+4.9% |
| Participant deferral / active EE | $6,174 | $6,888-10.4% | $6,132+0.7% | $6,407-3.6% |
| Admin fee / account holder | $1,395 | $17,404-92.0% | $14,586-90.4% | $12,270-88.6% |