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 | $186,189 | $133,922+39.0% | $116,228+60.2% | $142,382+30.8% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.6%+15.9pp | 80.1%+10.4pp |
| Annual return | 23.17% | 147.76%-124.6pp | 90.06%-66.9pp | 217.08%-193.9pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,038 | $5,672-11.2% | $4,953+1.7% | $6,507-22.6% |
| Admin fee / account holder | $4,834 | $14,945-67.7% | $11,989-59.7% | $12,624-61.7% |