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 | $244,506 | $198,466+23.2% | $170,442+43.5% | $147,584+65.7% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 16.68% | 257.29%-240.6pp | 205.93%-189.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $6,997 | $6,184+13.2% | $5,433+28.8% | $4,876+43.5% |
| Participant deferral / active EE | $7,318 | $5,629+30.0% | $4,939+48.2% | $5,439+34.6% |
| Admin fee / account holder | $1,617 | $16,852-90.4% | $13,880-88.4% | $10,885-85.1% |