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 | $160,170 | $202,318-20.8% | $172,739-7.3% | $152,861+4.8% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 25.98% | 1029.65%-1003.7pp | 802.84%-776.9pp | 345.32%-319.3pp |
| Employer contribution / active EE | $6,480 | $5,856+10.7% | $5,143+26.0% | $4,762+36.1% |
| Participant deferral / active EE | $6,107 | $5,948+2.7% | $5,198+17.5% | $5,850+4.4% |
| Admin fee / account holder | $1,892 | $17,109-88.9% | $13,954-86.4% | $11,596-83.7% |