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 | $185,001 | $180,749+2.4% | $160,784+15.1% | $137,256+34.8% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 16.87% | 2234.46%-2217.6pp | 1803.92%-1787.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,348 | $4,155-43.5% | $3,733-37.1% | $4,156-43.5% |
| Participant deferral / active EE | $9,948 | $6,844+45.4% | $6,293+58.1% | $6,407+55.3% |
| Admin fee / account holder | $2,431 | $10,397-76.6% | $9,717-75.0% | $12,270-80.2% |