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 | $153,703 | $172,478-10.9% | $145,661+5.5% | $142,382+8.0% |
| Participation rate | 78.9% | 80.1%-1.1pp | 77.2%+1.7pp | 80.1%-1.2pp |
| Annual return | 14.27% | 151.09%-136.8pp | 101.46%-87.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,835 | $8,348+65.7% | $7,198+92.2% | $6,507+112.6% |
| Admin fee / account holder | $2,290 | $16,864-86.4% | $12,466-81.6% | $12,624-81.9% |