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 | $236,836 | $165,984+42.7% | $164,813+43.7% | $145,922+62.3% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | 64.71% | 100.03%-35.3pp | 69.93%-5.2pp | 561.29%-496.6pp |
| Employer contribution / active EE | $1,327 | $5,273-74.8% | $4,341-69.4% | $4,660-71.5% |
| Participant deferral / active EE | $5,922 | $6,959-14.9% | $6,031-1.8% | $6,688-11.4% |
| Admin fee / account holder | $19,190 | $16,648+15.3% | $12,690+51.2% | $13,397+43.2% |