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 | $159,121 | $226,064-29.6% | $182,532-12.8% | $152,861+4.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 29.43% | 192.51%-163.1pp | 148.54%-119.1pp | 345.32%-315.9pp |
| Employer contribution / active EE | $3,760 | $4,978-24.5% | $4,076-7.7% | $4,762-21.0% |
| Participant deferral / active EE | $15,937 | $6,368+150.3% | $5,524+188.5% | $5,850+172.4% |
| Admin fee / account holder | $1,068 | $10,703-90.0% | $8,592-87.6% | $11,596-90.8% |