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 | $214,192 | $197,591+8.4% | $177,821+20.5% | $158,922+34.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 20.13% | 58.76%-38.6pp | 48.32%-28.2pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,952 | $6,697-55.9% | $5,918-50.1% | $4,761-38.0% |
| Participant deferral / active EE | $5,887 | $8,405-30.0% | $7,714-23.7% | $5,982-1.6% |
| Admin fee / account holder | $13,539 | $15,399-12.1% | $12,427+8.9% | $11,246+20.4% |