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 | $181,868 | $209,411-13.2% | $178,490+1.9% | $158,922+14.4% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 11.52% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,197 | $5,706-61.5% | $5,011-56.2% | $4,761-53.9% |
| Participant deferral / active EE | $4,826 | $5,954-18.9% | $5,202-7.2% | $5,982-19.3% |
| Admin fee / account holder | $1,897 | $17,074-88.9% | $13,984-86.4% | $11,246-83.1% |