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 | $160,127 | $90,590+76.8% | $90,782+76.4% | $135,375+18.3% |
| Participation rate | 81.0% | 83.7%-2.8pp | 82.7%-1.7pp | 82.6%-1.7pp |
| Annual return | 13.43% | -3.40%+16.8pp | -3.42%+16.8pp | 519.73%-506.3pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,353 | $5,407+17.5% | $5,366+18.4% | $5,609+13.3% |
| Admin fee / account holder | $10,782 | $7,683+40.3% | $5,908+82.5% | $10,827-0.4% |