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 | $179,795 | $159,602+12.7% | $150,045+19.8% | $142,382+26.3% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 25.94% | 70.24%-44.3pp | 62.55%-36.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $3,525 | $4,961-28.9% | $4,693-24.9% | $4,299-18.0% |
| Participant deferral / active EE | $6,928 | $8,310-16.6% | $7,997-13.4% | $6,507+6.5% |
| Admin fee / account holder | $1,285 | $14,846-91.3% | $13,435-90.4% | $12,624-89.8% |