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 | $184,376 | $183,519+0.5% | $155,509+18.6% | $145,922+26.4% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 11.17% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,033 | $5,313-80.6% | $4,672-77.9% | $4,660-77.8% |
| Participant deferral / active EE | $4,032 | $6,462-37.6% | $5,626-28.3% | $6,688-39.7% |
| Admin fee / account holder | $1,709 | $19,313-91.1% | $15,912-89.3% | $13,397-87.2% |