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 | $173,292 | $165,335+4.8% | $149,696+15.8% | $158,922+9.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 14.88% | 348.15%-333.3pp | 276.60%-261.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $4,621 | $5,103-9.4% | $4,644-0.5% | $4,761-2.9% |
| Participant deferral / active EE | $13,822 | $7,181+92.5% | $6,842+102.0% | $5,982+131.1% |
| Admin fee / account holder | $7,725 | $10,807-28.5% | $9,309-17.0% | $11,246-31.3% |