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 | $185,215 | $226,064-18.1% | $182,532+1.5% | $152,861+21.2% |
| Participation rate | 82.4% | 82.5%-0.1pp | 78.0%+4.4pp | 82.4%-0.1pp |
| Annual return | 16.80% | 192.51%-175.7pp | 148.54%-131.7pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,838 | $4,978-63.1% | $4,076-54.9% | $4,762-61.4% |
| Participant deferral / active EE | $5,220 | $6,368-18.0% | $5,524-5.5% | $5,850-10.8% |
| Admin fee / account holder | $1,327 | $10,703-87.6% | $8,592-84.6% | $11,596-88.6% |