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 | $160,741 | $177,572-9.5% | $154,803+3.8% | $142,382+12.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.69% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,198 | $4,810-33.5% | $4,305-25.7% | $4,299-25.6% |
| Participant deferral / active EE | $3,198 | $6,272-49.0% | $5,540-42.3% | $6,507-50.9% |
| Admin fee / account holder | $25,718 | $16,786+53.2% | $14,329+79.5% | $12,624+103.7% |