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 | $184,016 | $138,065+33.3% | $123,544+48.9% | $135,375+35.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -0.97% | 153.68%-154.7pp | 119.20%-120.2pp | 519.73%-520.7pp |
| Employer contribution / active EE | $2,428 | $5,151-52.9% | $4,628-47.5% | $4,779-49.2% |
| Participant deferral / active EE | $3,428 | $6,799-49.6% | $6,426-46.6% | $5,609-38.9% |
| Admin fee / account holder | $4,697 | $10,916-57.0% | $9,284-49.4% | $10,827-56.6% |