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 | $185,634 | $154,228+20.4% | $145,433+27.6% | $137,256+35.2% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 14.01% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $3,241 | $4,804-32.5% | $4,554-28.8% | $4,156-22.0% |
| Participant deferral / active EE | $10,153 | $8,216+23.6% | $7,897+28.6% | $6,407+58.5% |
| Admin fee / account holder | $14,942 | $14,344+4.2% | $13,129+13.8% | $12,270+21.8% |