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 | $187,405 | $226,064-17.1% | $182,532+2.7% | $152,861+22.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.91% | 192.51%-172.6pp | 148.54%-128.6pp | 345.32%-325.4pp |
| Employer contribution / active EE | $6,215 | $4,978+24.8% | $4,076+52.5% | $4,762+30.5% |
| Participant deferral / active EE | $4,728 | $6,368-25.7% | $5,524-14.4% | $5,850-19.2% |
| Admin fee / account holder | $831 | $10,703-92.2% | $8,592-90.3% | $11,596-92.8% |