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 | $163,003 | $183,963-11.4% | $162,163+0.5% | $152,861+6.6% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.4%+12.3pp |
| Annual return | 24.14% | 150.76%-126.6pp | 115.59%-91.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $3,359 | $6,371-47.3% | $5,614-40.2% | $4,762-29.5% |
| Participant deferral / active EE | $5,679 | $8,034-29.3% | $7,298-22.2% | $5,850-2.9% |
| Admin fee / account holder | $4,717 | $13,121-64.1% | $10,843-56.5% | $11,596-59.3% |