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 | $150,237 | $209,411-28.3% | $178,490-15.8% | $158,922-5.5% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 31.24% | 188.75%-157.5pp | 151.07%-119.8pp | 302.83%-271.6pp |
| Employer contribution / active EE | $4,825 | $5,706-15.4% | $5,011-3.7% | $4,761+1.3% |
| Participant deferral / active EE | $4,226 | $5,954-29.0% | $5,202-18.8% | $5,982-29.4% |
| Admin fee / account holder | $2,590 | $17,074-84.8% | $13,984-81.5% | $11,246-77.0% |