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 | $186,746 | $197,591-5.5% | $177,821+5.0% | $158,922+17.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.86% | 58.76%-44.9pp | 48.32%-34.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $3,170 | $6,697-52.7% | $5,918-46.4% | $4,761-33.4% |
| Participant deferral / active EE | $9,006 | $8,405+7.2% | $7,714+16.8% | $5,982+50.6% |
| Admin fee / account holder | $4,298 | $15,399-72.1% | $12,427-65.4% | $11,246-61.8% |