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 | $181,717 | $197,591-8.0% | $177,821+2.2% | $158,922+14.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.61% | 58.76%-43.1pp | 48.32%-32.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $5,499 | $6,697-17.9% | $5,918-7.1% | $4,761+15.5% |
| Participant deferral / active EE | $4,167 | $8,405-50.4% | $7,714-46.0% | $5,982-30.3% |
| Admin fee / account holder | $16,600 | $15,399+7.8% | $12,427+33.6% | $11,246+47.6% |