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 6-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 | $166,492 | $179,726-7.4% | $156,263+6.5% | $142,382+16.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.62% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,601 | $5,069+10.5% | $4,333+29.3% | $4,299+30.3% |
| Participant deferral / active EE | $15,016 | $6,956+115.9% | $6,158+143.8% | $6,507+130.8% |
| Admin fee / account holder | $402 | $17,272-97.7% | $14,255-97.2% | $12,624-96.8% |