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 | $149,815 | $183,519-18.4% | $155,509-3.7% | $145,922+2.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.54% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,429 | $5,313-54.3% | $4,672-48.0% | $4,660-47.9% |
| Participant deferral / active EE | $9,668 | $6,462+49.6% | $5,626+71.8% | $6,688+44.6% |
| Admin fee / account holder | $3,565 | $19,313-81.5% | $15,912-77.6% | $13,397-73.4% |