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 7-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 | $165,776 | $175,202-5.4% | $149,673+10.8% | $139,434+18.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 267.23% | 166.71%+100.5pp | 134.42%+132.8pp | 372.94%-105.7pp |
| Employer contribution / active EE | $1,908 | $5,474-65.1% | $4,818-60.4% | $4,751-59.8% |
| Participant deferral / active EE | $5,056 | $6,519-22.4% | $5,680-11.0% | $6,710-24.6% |
| Admin fee / account holder | $2,384 | $16,150-85.2% | $13,210-82.0% | $11,403-79.1% |