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 | $217,512 | $127,065+71.2% | $113,168+92.2% | $142,382+52.8% |
| Participation rate | 70.8% | 79.2%-8.4pp | 76.6%-5.7pp | 80.1%-9.3pp |
| Annual return | 20.69% | 24.03%-3.3pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,910 | $3,442+13.6% | $2,975+31.4% | $4,299-9.0% |
| Participant deferral / active EE | $5,207 | $5,716-8.9% | $5,107+2.0% | $6,507-20.0% |
| Admin fee / account holder | $9,478 | $15,736-39.8% | $12,068-21.5% | $12,624-24.9% |