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 | $181,311 | $165,335+9.7% | $149,696+21.1% | $158,922+14.1% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 13.62% | 348.15%-334.5pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,409 | $5,103-33.2% | $4,644-26.6% | $4,761-28.4% |
| Participant deferral / active EE | $7,767 | $7,181+8.2% | $6,842+13.5% | $5,982+29.8% |
| Admin fee / account holder | $1,284 | $10,807-88.1% | $9,309-86.2% | $11,246-88.6% |