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 | $188,127 | $183,963+2.3% | $162,163+16.0% | $152,861+23.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.10% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,832 | $6,371-39.8% | $5,614-31.7% | $4,762-19.5% |
| Participant deferral / active EE | $11,122 | $8,034+38.4% | $7,298+52.4% | $5,850+90.1% |
| Admin fee / account holder | $9,262 | $13,121-29.4% | $10,843-14.6% | $11,596-20.1% |