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 | $179,994 | $209,411-14.0% | $178,490+0.8% | $158,922+13.3% |
| Participation rate | 78.3% | 86.3%-8.1pp | 81.9%-3.7pp | 82.0%-3.7pp |
| Annual return | 10.72% | 188.75%-178.0pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,748 | $5,954-53.8% | $5,202-47.2% | $5,982-54.1% |
| Admin fee / account holder | $9,361 | $17,074-45.2% | $13,984-33.1% | $11,246-16.8% |