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 | $178,788 | $165,335+8.1% | $149,696+19.4% | $158,922+12.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 8.58% | 348.15%-339.6pp | 276.60%-268.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,398 | $5,103-53.0% | $4,644-48.4% | $4,761-49.6% |
| Participant deferral / active EE | $9,831 | $7,181+36.9% | $6,842+43.7% | $5,982+64.3% |
| Admin fee / account holder | $5,445 | $10,807-49.6% | $9,309-41.5% | $11,246-51.6% |