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 | $216,141 | $198,466+8.9% | $170,442+26.8% | $147,584+46.5% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 11.78% | 257.29%-245.5pp | 205.93%-194.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $9,152 | $6,184+48.0% | $5,433+68.5% | $4,876+87.7% |
| Participant deferral / active EE | $7,746 | $5,629+37.6% | $4,939+56.8% | $5,439+42.4% |
| Admin fee / account holder | $1,705 | $16,852-89.9% | $13,880-87.7% | $10,885-84.3% |