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 | $174,837 | $159,934+9.3% | $147,005+18.9% | $145,959+19.8% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 10.01% | 98.24%-88.2pp | 418.76%-408.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $1,986 | $5,287-62.4% | $4,934-59.7% | $4,661-57.4% |
| Participant deferral / active EE | $12,334 | $8,427+46.4% | $8,070+52.8% | $6,689+84.4% |
| Admin fee / account holder | $22,159 | $15,053+47.2% | $13,006+70.4% | $13,398+65.4% |