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 | $216,534 | $94,752+128.5% | $112,887+91.8% | $139,434+55.3% |
| Participation rate | 75.0% | 81.3%-6.3pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 15.63% | 40.88%-25.3pp | 34.10%-18.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,750 | $6,512-42.4% | $6,513-42.4% | $6,710-44.1% |
| Admin fee / account holder | $1,484 | $8,527-82.6% | $7,047-78.9% | $11,403-87.0% |