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 | $240,580 | $177,572+35.5% | $154,803+55.4% | $142,382+69.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 55.35% | 65.07%-9.7pp | 58.88%-3.5pp | 217.08%-161.7pp |
| Employer contribution / active EE | $5,985 | $4,810+24.4% | $4,305+39.0% | $4,299+39.2% |
| Participant deferral / active EE | $2,334 | $6,272-62.8% | $5,540-57.9% | $6,507-64.1% |
| Admin fee / account holder | $527 | $16,786-96.9% | $14,329-96.3% | $12,624-95.8% |