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 | $220,020 | $197,591+11.4% | $177,821+23.7% | $158,922+38.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.86% | 58.76%-50.9pp | 48.32%-40.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $6,754 | $6,697+0.8% | $5,918+14.1% | $4,761+41.9% |
| Participant deferral / active EE | $11,694 | $8,405+39.1% | $7,714+51.6% | $5,982+95.5% |
| Admin fee / account holder | $73,169 | $15,399+375.1% | $12,427+488.8% | $11,246+550.6% |