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 | $219,038 | $183,519+19.4% | $155,509+40.9% | $145,922+50.1% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 16.43% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,079 | $5,313-42.0% | $4,672-34.1% | $4,660-33.9% |
| Participant deferral / active EE | $6,069 | $6,462-6.1% | $5,626+7.9% | $6,688-9.2% |
| Admin fee / account holder | $23,836 | $19,313+23.4% | $15,912+49.8% | $13,397+77.9% |