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 | $222,137 | $179,726+23.6% | $156,263+42.2% | $142,382+56.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.44% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,307 | $5,069+4.7% | $4,333+22.5% | $4,299+23.5% |
| Participant deferral / active EE | $7,646 | $6,956+9.9% | $6,158+24.2% | $6,507+17.5% |
| Admin fee / account holder | $1,231 | $17,272-92.9% | $14,255-91.4% | $12,624-90.2% |