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 | $162,790 | $144,119+13.0% | $117,854+38.1% | $147,584+10.3% |
| Participation rate | 72.2% | 83.4%-11.2pp | 79.7%-7.4pp | 82.8%-10.6pp |
| Annual return | 22.89% | 531.15%-508.3pp | 335.08%-312.2pp | 578.55%-555.7pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,546 | $5,316+23.1% | $4,482+46.1% | $5,439+20.4% |
| Admin fee / account holder | $1,392 | $10,886-87.2% | $8,020-82.6% | $10,885-87.2% |