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 | $204,374 | $157,256+30.0% | $141,162+44.8% | $152,861+33.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.14% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $4,173 | $5,261-20.7% | $4,735-11.9% | $4,762-12.4% |
| Participant deferral / active EE | $8,245 | $7,109+16.0% | $6,709+22.9% | $5,850+40.9% |
| Admin fee / account holder | $3,180 | $12,120-73.8% | $10,261-69.0% | $11,596-72.6% |