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 | $204,301 | $209,411-2.4% | $178,490+14.5% | $158,922+28.6% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 8.60% | 188.75%-180.2pp | 151.07%-142.5pp | 302.83%-294.2pp |
| Employer contribution / active EE | $4,519 | $5,706-20.8% | $5,011-9.8% | $4,761-5.1% |
| Participant deferral / active EE | $4,775 | $5,954-19.8% | $5,202-8.2% | $5,982-20.2% |
| Admin fee / account holder | $22,056 | $17,074+29.2% | $13,984+57.7% | $11,246+96.1% |