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 9-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 | $204,337 | $183,592+11.3% | $155,567+31.3% | $145,959+40.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 10.49% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.5pp |
| Employer contribution / active EE | $3,124 | $5,315-41.2% | $4,674-33.2% | $4,661-33.0% |
| Participant deferral / active EE | $6,634 | $6,464+2.6% | $5,628+17.9% | $6,689-0.8% |
| Admin fee / account holder | $926 | $19,318-95.2% | $15,916-94.2% | $13,398-93.1% |