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 | $189,862 | $217,402-12.7% | $185,823+2.2% | $167,490+13.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.38% | 148.36%-138.0pp | 122.05%-111.7pp | 478.56%-468.2pp |
| Employer contribution / active EE | $5,713 | $5,873-2.7% | $5,167+10.6% | $4,837+18.1% |
| Participant deferral / active EE | $11,695 | $6,356+84.0% | $5,568+110.0% | $6,341+84.4% |
| Admin fee / account holder | $1,417 | $19,811-92.8% | $16,237-91.3% | $12,309-88.5% |