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 | $197,732 | $202,318-2.3% | $172,739+14.5% | $152,861+29.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 20.04% | 1029.65%-1009.6pp | 802.84%-782.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,272 | $5,856-61.2% | $5,143-55.8% | $4,762-52.3% |
| Participant deferral / active EE | $4,366 | $5,948-26.6% | $5,198-16.0% | $5,850-25.4% |
| Admin fee / account holder | $699 | $17,109-95.9% | $13,954-95.0% | $11,596-94.0% |