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 | $175,402 | $226,064-22.4% | $182,532-3.9% | $152,861+14.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 31.88% | 192.51%-160.6pp | 148.54%-116.7pp | 345.32%-313.4pp |
| Employer contribution / active EE | $1,862 | $4,978-62.6% | $4,076-54.3% | $4,762-60.9% |
| Participant deferral / active EE | $8,899 | $6,368+39.7% | $5,524+61.1% | $5,850+52.1% |
| Admin fee / account holder | $869 | $10,703-91.9% | $8,592-89.9% | $11,596-92.5% |