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 | $229,496 | $154,228+48.8% | $145,433+57.8% | $137,256+67.2% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 18.99% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $5,738 | $4,804+19.4% | $4,554+26.0% | $4,156+38.1% |
| Participant deferral / active EE | $9,304 | $8,216+13.2% | $7,897+17.8% | $6,407+45.2% |
| Admin fee / account holder | $4,472 | $14,344-68.8% | $13,129-65.9% | $12,270-63.6% |