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 | $199,628 | $183,519+8.8% | $155,509+28.4% | $145,922+36.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.32% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,198 | $5,313-58.6% | $4,672-53.0% | $4,660-52.8% |
| Participant deferral / active EE | $8,892 | $6,462+37.6% | $5,626+58.0% | $6,688+33.0% |
| Admin fee / account holder | $1,363 | $19,313-92.9% | $15,912-91.4% | $13,397-89.8% |