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 | $140,683 | $209,411-32.8% | $178,490-21.2% | $158,922-11.5% |
| Participation rate | 82.6% | 86.3%-3.7pp | 81.9%+0.7pp | 82.0%+0.7pp |
| Annual return | 16.00% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,935 | $5,954-17.1% | $5,202-5.1% | $5,982-17.5% |
| Admin fee / account holder | $3,181 | $17,074-81.4% | $13,984-77.2% | $11,246-71.7% |