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 | $239,965 | $177,572+35.1% | $154,803+55.0% | $142,382+68.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 16.43% | 65.07%-48.6pp | 58.88%-42.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,026 | $4,810-57.9% | $4,305-52.9% | $4,299-52.9% |
| Participant deferral / active EE | $11,338 | $6,272+80.8% | $5,540+104.6% | $6,507+74.2% |
| Admin fee / account holder | $2,785 | $16,786-83.4% | $14,329-80.6% | $12,624-77.9% |