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 | $182,781 | $172,111+6.2% | $150,298+21.6% | $137,256+33.2% |
| Participation rate | 84.2% | 81.7%+2.5pp | 77.8%+6.5pp | 80.0%+4.3pp |
| Annual return | 14.14% | 69.37%-55.2pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,500 | $4,636-67.6% | $4,154-63.9% | $4,156-63.9% |
| Participant deferral / active EE | $4,116 | $6,166-33.2% | $5,453-24.5% | $6,407-35.8% |
| Admin fee / account holder | $1,798 | $16,471-89.1% | $14,116-87.3% | $12,270-85.4% |