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 | $158,805 | $202,432-21.6% | $169,368-6.2% | $139,434+13.9% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 15.52% | 531.74%-516.2pp | 405.60%-390.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,318 | $4,692-8.0% | $4,013+7.6% | $4,751-9.1% |
| Participant deferral / active EE | $3,294 | $6,938-52.5% | $6,221-47.1% | $6,710-50.9% |
| Admin fee / account holder | $4,799 | $10,708-55.2% | $9,003-46.7% | $11,403-57.9% |