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 | $221,598 | $183,519+20.7% | $155,509+42.5% | $145,922+51.9% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 23.77% | 61.17%-37.4pp | 64.67%-40.9pp | 561.29%-537.5pp |
| Employer contribution / active EE | $3,784 | $5,313-28.8% | $4,672-19.0% | $4,660-18.8% |
| Participant deferral / active EE | $8,488 | $6,462+31.3% | $5,626+50.9% | $6,688+26.9% |
| Admin fee / account holder | $15,861 | $19,313-17.9% | $15,912-0.3% | $13,397+18.4% |