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 | $168,028 | $202,432-17.0% | $169,368-0.8% | $139,434+20.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.94% | 531.74%-510.8pp | 405.60%-384.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $5,975 | $4,692+27.3% | $4,013+48.9% | $4,751+25.8% |
| Participant deferral / active EE | $12,751 | $6,938+83.8% | $6,221+105.0% | $6,710+90.0% |
| Admin fee / account holder | $8,452 | $10,708-21.1% | $9,003-6.1% | $11,403-25.9% |