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 5-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 | $157,467 | $214,378-26.5% | $200,582-21.5% | $142,382+10.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 262.04% | 46.41%+215.6pp | 42.33%+219.7pp | 217.08%+45.0pp |
| Employer contribution / active EE | $4,289 | $6,841-37.3% | $6,419-33.2% | $4,299-0.2% |
| Participant deferral / active EE | $11,541 | $9,865+17.0% | $9,331+23.7% | $6,507+77.4% |
| Admin fee / account holder | $833 | $17,692-95.3% | $16,305-94.9% | $12,624-93.4% |