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 | $160,815 | $198,466-19.0% | $170,442-5.6% | $147,584+9.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 15.62% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,040 | $6,184-67.0% | $5,433-62.4% | $4,876-58.2% |
| Participant deferral / active EE | $3,270 | $5,629-41.9% | $4,939-33.8% | $5,439-39.9% |
| Admin fee / account holder | $919 | $16,852-94.5% | $13,880-93.4% | $10,885-91.6% |