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 | $158,204 | $165,335-4.3% | $149,696+5.7% | $158,922-0.5% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 11.19% | 348.15%-337.0pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $4,187 | $5,103-18.0% | $4,644-9.9% | $4,761-12.1% |
| Participant deferral / active EE | $8,106 | $7,181+12.9% | $6,842+18.5% | $5,982+35.5% |
| Admin fee / account holder | $305 | $10,807-97.2% | $9,309-96.7% | $11,246-97.3% |