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 | $160,680 | $112,096+43.3% | $95,952+67.5% | $158,922+1.1% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 16.26% | 171.09%-154.8pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,238 | $3,198-30.0% | $2,541-11.9% | $4,761-53.0% |
| Participant deferral / active EE | $4,845 | $4,784+1.3% | $4,167+16.3% | $5,982-19.0% |
| Admin fee / account holder | $985 | $10,130-90.3% | $6,795-85.5% | $11,246-91.2% |