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 | $242,139 | $198,466+22.0% | $170,442+42.1% | $147,584+64.1% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 16.65% | 257.29%-240.6pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,644 | $6,184-57.2% | $5,433-51.3% | $4,876-45.8% |
| Participant deferral / active EE | $5,395 | $5,629-4.2% | $4,939+9.2% | $5,439-0.8% |
| Admin fee / account holder | $8,581 | $16,852-49.1% | $13,880-38.2% | $10,885-21.2% |