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 | $175,823 | $109,327+60.8% | $89,391+96.7% | $158,922+10.6% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 13.58% | 345.68%-332.1pp | 245.62%-232.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,910 | $3,170-39.8% | $2,586-26.1% | $4,761-59.9% |
| Participant deferral / active EE | $3,945 | $4,598-14.2% | $3,890+1.4% | $5,982-34.1% |
| Admin fee / account holder | $15,623 | $6,153+153.9% | $4,881+220.1% | $11,246+38.9% |