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 | $224,244 | $217,402+3.1% | $185,823+20.7% | $167,490+33.9% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 15.29% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $7,129 | $5,873+21.4% | $5,167+38.0% | $4,837+47.4% |
| Participant deferral / active EE | $4,152 | $6,356-34.7% | $5,568-25.4% | $6,341-34.5% |
| Admin fee / account holder | $2,500 | $19,811-87.4% | $16,237-84.6% | $12,309-79.7% |