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 | $189,870 | $178,174+6.6% | $156,181+21.6% | $137,256+38.3% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 13.72% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,158 | $4,972-36.5% | $4,294-26.5% | $4,156-24.0% |
| Participant deferral / active EE | $6,849 | $6,888-0.6% | $6,132+11.7% | $6,407+6.9% |
| Admin fee / account holder | $3,122 | $17,404-82.1% | $14,586-78.6% | $12,270-74.6% |