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 | $187,411 | $176,812+6.0% | $146,665+27.8% | $167,490+11.9% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 17.99% | 24.03%-6.0pp | 22.74%-4.8pp | 478.56%-460.6pp |
| Employer contribution / active EE | $2,189 | $5,160-57.6% | $4,136-47.1% | $4,837-54.7% |
| Participant deferral / active EE | $7,901 | $6,440+22.7% | $5,506+43.5% | $6,341+24.6% |
| Admin fee / account holder | $1,095 | $13,259-91.7% | $10,280-89.3% | $12,309-91.1% |