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 8-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 | $176,744 | $114,047+55.0% | $96,139+83.8% | $167,490+5.5% |
| Participation rate | 78.6% | 75.1%+3.5pp | 68.4%+10.1pp | 82.1%-3.5pp |
| Annual return | 15.41% | 189.88%-174.5pp | 191.94%-176.5pp | 478.56%-463.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,822 | $5,194+12.1% | $4,349+33.9% | $6,341-8.2% |
| Admin fee / account holder | $14,414 | $6,897+109.0% | $5,537+160.3% | $12,309+17.1% |