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 | $188,025 | $159,602+17.8% | $150,045+25.3% | $142,382+32.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 14.11% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,941 | $4,961-40.7% | $4,693-37.3% | $4,299-31.6% |
| Participant deferral / active EE | $15,420 | $8,310+85.6% | $7,997+92.8% | $6,507+137.0% |
| Admin fee / account holder | $366 | $14,846-97.5% | $13,435-97.3% | $12,624-97.1% |