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 | $174,940 | $175,202-0.1% | $149,673+16.9% | $139,434+25.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.84% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $3,161 | $5,474-42.3% | $4,818-34.4% | $4,751-33.5% |
| Participant deferral / active EE | $14,184 | $6,519+117.6% | $5,680+149.7% | $6,710+111.4% |
| Admin fee / account holder | $3,830 | $16,150-76.3% | $13,210-71.0% | $11,403-66.4% |