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 | $177,683 | $217,402-18.3% | $185,823-4.4% | $167,490+6.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.61% | 148.36%-125.8pp | 122.05%-99.4pp | 478.56%-455.9pp |
| Employer contribution / active EE | $5,969 | $5,873+1.6% | $5,167+15.5% | $4,837+23.4% |
| Participant deferral / active EE | $6,381 | $6,356+0.4% | $5,568+14.6% | $6,341+0.6% |
| Admin fee / account holder | $2,698 | $19,811-86.4% | $16,237-83.4% | $12,309-78.1% |