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 | $213,327 | $148,534+43.6% | $135,903+57.0% | $139,434+53.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 12.43% | 79.19%-66.8pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $7,409 | $5,243+41.3% | $4,856+52.6% | $4,751+55.9% |
| Participant deferral / active EE | $7,065 | $8,100-12.8% | $7,758-8.9% | $6,710+5.3% |
| Admin fee / account holder | $35,304 | $12,400+184.7% | $10,762+228.0% | $11,403+209.6% |