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 | $195,168 | $217,402-10.2% | $185,823+5.0% | $167,490+16.5% |
| Participation rate | 87.5% | 86.0%+1.5pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 16.40% | 148.36%-132.0pp | 122.05%-105.6pp | 478.56%-462.2pp |
| Employer contribution / active EE | $3,253 | $5,873-44.6% | $5,167-37.0% | $4,837-32.8% |
| Participant deferral / active EE | $11,740 | $6,356+84.7% | $5,568+110.8% | $6,341+85.1% |
| Admin fee / account holder | $4,925 | $19,811-75.1% | $16,237-69.7% | $12,309-60.0% |