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 | $160,698 | $155,788+3.2% | $124,672+28.9% | $167,490-4.1% |
| Participation rate | 83.3% | 81.1%+2.2pp | 74.6%+8.7pp | 82.1%+1.2pp |
| Annual return | 25.57% | 17.97%+7.6pp | 5142.93%-5117.4pp | 478.56%-453.0pp |
| Employer contribution / active EE | $3,805 | $4,163-8.6% | $3,324+14.5% | $4,837-21.3% |
| Participant deferral / active EE | $8,833 | $5,673+55.7% | $4,614+91.4% | $6,341+39.3% |
| Admin fee / account holder | $1,426 | $9,531-85.0% | $7,493-81.0% | $12,309-88.4% |