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 9-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 | $164,089 | $180,449-9.1% | $154,107+6.5% | $135,375+21.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | 9.19% | 888.09%-878.9pp | 735.12%-725.9pp | 519.73%-510.5pp |
| Employer contribution / active EE | $2,551 | $6,035-57.7% | $5,298-51.9% | $4,779-46.6% |
| Participant deferral / active EE | $3,564 | $5,806-38.6% | $5,081-29.9% | $5,609-36.5% |
| Admin fee / account holder | $30,056 | $16,143+86.2% | $13,411+124.1% | $10,827+177.6% |