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 | $246,612 | $214,378+15.0% | $200,582+22.9% | $142,382+73.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 15.58% | 46.41%-30.8pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $10,588 | $6,841+54.8% | $6,419+65.0% | $4,299+146.3% |
| Participant deferral / active EE | $10,590 | $9,865+7.3% | $9,331+13.5% | $6,507+62.7% |
| Admin fee / account holder | $3,486 | $17,692-80.3% | $16,305-78.6% | $12,624-72.4% |