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 | $178,036 | $177,572+0.3% | $154,803+15.0% | $142,382+25.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.18% | 65.07%-40.9pp | 58.88%-34.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,770 | $4,810-63.2% | $4,305-58.9% | $4,299-58.8% |
| Participant deferral / active EE | $9,719 | $6,272+55.0% | $5,540+75.4% | $6,507+49.4% |
| Admin fee / account holder | $716 | $16,786-95.7% | $14,329-95.0% | $12,624-94.3% |