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 | $188,642 | $165,984+13.7% | $164,813+14.5% | $145,922+29.3% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 14.09% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,147 | $5,273-21.4% | $4,341-4.5% | $4,660-11.0% |
| Participant deferral / active EE | $8,953 | $6,959+28.7% | $6,031+48.4% | $6,688+33.9% |
| Admin fee / account holder | $2,578 | $16,648-84.5% | $12,690-79.7% | $13,397-80.8% |