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 | $185,040 | $183,592+0.8% | $155,567+18.9% | $145,959+26.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 9.42% | 61.24%-51.8pp | 64.74%-55.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $4,023 | $5,315-24.3% | $4,674-13.9% | $4,661-13.7% |
| Participant deferral / active EE | $11,297 | $6,464+74.8% | $5,628+100.7% | $6,689+68.9% |
| Admin fee / account holder | $975 | $19,318-95.0% | $15,916-93.9% | $13,398-92.7% |