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 | $211,254 | $177,572+19.0% | $154,803+36.5% | $142,382+48.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.67% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,382 | $4,810-29.7% | $4,305-21.4% | $4,299-21.3% |
| Participant deferral / active EE | $11,015 | $6,272+75.6% | $5,540+98.8% | $6,507+69.3% |
| Admin fee / account holder | $914 | $16,786-94.6% | $14,329-93.6% | $12,624-92.8% |