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 | $197,011 | $197,825-0.4% | $155,790+26.5% | $125,391+57.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 3.50% | 86.74%-83.2pp | 71.54%-68.0pp | 282.22%-278.7pp |
| Employer contribution / active EE | $1,123 | $4,847-76.8% | $3,836-70.7% | $4,866-76.9% |
| Participant deferral / active EE | $6,804 | $5,630+20.9% | $4,797+41.8% | $5,352+27.1% |
| Admin fee / account holder | $2,315 | $9,545-75.7% | $7,478-69.0% | $9,540-75.7% |