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 | $153,823 | $157,256-2.2% | $141,162+9.0% | $152,861+0.6% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 36.60% | 64.32%-27.7pp | 71.39%-34.8pp | 345.32%-308.7pp |
| Employer contribution / active EE | $6,808 | $5,261+29.4% | $4,735+43.8% | $4,762+43.0% |
| Participant deferral / active EE | $11,254 | $7,109+58.3% | $6,709+67.7% | $5,850+92.4% |
| Admin fee / account holder | $1,318 | $12,120-89.1% | $10,261-87.2% | $11,596-88.6% |