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 | $235,207 | $201,272+16.9% | $184,203+27.7% | $145,922+61.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.95% | 29.00%-13.0pp | 28.81%-12.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $7,007 | $7,022-0.2% | $6,427+9.0% | $4,660+50.4% |
| Participant deferral / active EE | $27,365 | $9,806+179.1% | $9,131+199.7% | $6,688+309.2% |
| Admin fee / account holder | $8,403 | $16,364-48.6% | $13,901-39.5% | $13,397-37.3% |