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 | $205,150 | $185,822+10.4% | $169,993+20.7% | $139,434+47.1% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 15.05% | 60.50%-45.4pp | 53.37%-38.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,084 | $7,590-72.5% | $6,785-69.3% | $4,751-56.1% |
| Participant deferral / active EE | $8,165 | $11,622-29.7% | $10,408-21.5% | $6,710+21.7% |
| Admin fee / account holder | $30,824 | $15,381+100.4% | $12,815+140.5% | $11,403+170.3% |