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 | $195,880 | $183,592+6.7% | $155,567+25.9% | $145,959+34.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 22.19% | 61.24%-39.0pp | 64.74%-42.5pp | 561.95%-539.8pp |
| Employer contribution / active EE | $1,246 | $5,315-76.6% | $4,674-73.3% | $4,661-73.3% |
| Participant deferral / active EE | $9,411 | $6,464+45.6% | $5,628+67.2% | $6,689+40.7% |
| Admin fee / account holder | $546 | $19,318-97.2% | $15,916-96.6% | $13,398-95.9% |