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 | $162,425 | $178,174-8.8% | $156,181+4.0% | $137,256+18.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 15.91% | 84.19%-68.3pp | 64.87%-49.0pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,894 | $4,972-41.8% | $4,294-32.6% | $4,156-30.4% |
| Participant deferral / active EE | $5,192 | $6,888-24.6% | $6,132-15.3% | $6,407-19.0% |
| Admin fee / account holder | $2,657 | $17,404-84.7% | $14,586-81.8% | $12,270-78.3% |