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 | $163,392 | $198,466-17.7% | $170,442-4.1% | $147,584+10.7% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 9.60% | 257.29%-247.7pp | 205.93%-196.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $4,210 | $6,184-31.9% | $5,433-22.5% | $4,876-13.7% |
| Participant deferral / active EE | $6,002 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $2,451 | $16,852-85.5% | $13,880-82.3% | $10,885-77.5% |