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 | $205,983 | $209,411-1.6% | $178,490+15.4% | $158,922+29.6% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 12.88% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,615 | $5,706-54.2% | $5,011-47.8% | $4,761-45.1% |
| Participant deferral / active EE | $4,729 | $5,954-20.6% | $5,202-9.1% | $5,982-21.0% |
| Admin fee / account holder | $829 | $17,074-95.1% | $13,984-94.1% | $11,246-92.6% |