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 | $171,869 | $165,335+4.0% | $149,696+14.8% | $158,922+8.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.60% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $6,789 | $5,103+33.0% | $4,644+46.2% | $4,761+42.6% |
| Participant deferral / active EE | $22,333 | $7,181+211.0% | $6,842+226.4% | $5,982+273.3% |
| Admin fee / account holder | $18,289 | $10,807+69.2% | $9,309+96.5% | $11,246+62.6% |