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 | $161,207 | $152,460+5.7% | $118,746+35.8% | $147,584+9.2% |
| Participation rate | 82.6% | 82.3%+0.3pp | 78.3%+4.3pp | 82.8%-0.2pp |
| Annual return | 17.26% | 17.41%-0.2pp | 24.54%-7.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $3,964 | $5,046-21.4% | $4,193-5.4% | $4,876-18.7% |
| Participant deferral / active EE | $8,354 | $6,212+34.5% | $5,332+56.7% | $5,439+53.6% |
| Admin fee / account holder | $3,223 | $16,953-81.0% | $10,720-69.9% | $10,885-70.4% |