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 | $168,290 | $183,519-8.3% | $155,509+8.2% | $145,922+15.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.50% | 61.17%-35.7pp | 64.67%-39.2pp | 561.29%-535.8pp |
| Employer contribution / active EE | $1,409 | $5,313-73.5% | $4,672-69.8% | $4,660-69.8% |
| Participant deferral / active EE | $3,628 | $6,462-43.9% | $5,626-35.5% | $6,688-45.7% |
| Admin fee / account holder | $4,185 | $19,313-78.3% | $15,912-73.7% | $13,397-68.8% |