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 | $204,069 | $185,822+9.8% | $169,993+20.0% | $139,434+46.4% |
| Participation rate | 84.6% | 87.8%-3.1pp | 87.0%-2.4pp | 80.3%+4.3pp |
| Annual return | 17.61% | 60.50%-42.9pp | 53.37%-35.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,095 | $7,590-59.2% | $6,785-54.4% | $4,751-34.9% |
| Participant deferral / active EE | $5,712 | $11,622-50.9% | $10,408-45.1% | $6,710-14.9% |
| Admin fee / account holder | $36,968 | $15,381+140.4% | $12,815+188.5% | $11,403+224.2% |