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 | $222,237 | $198,466+12.0% | $170,442+30.4% | $147,584+50.6% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 21.77% | 257.29%-235.5pp | 205.93%-184.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $4,980 | $6,184-19.5% | $5,433-8.3% | $4,876+2.1% |
| Participant deferral / active EE | $4,923 | $5,629-12.6% | $4,939-0.3% | $5,439-9.5% |
| Admin fee / account holder | $8,258 | $16,852-51.0% | $13,880-40.5% | $10,885-24.1% |