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 | $200,709 | $210,408-4.6% | $153,485+30.8% | $145,922+37.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.19% | 13.37%-1.2pp | 15.65%-3.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $5,018 | $6,048-17.0% | $5,039-0.4% | $4,660+7.7% |
| Participant deferral / active EE | $10,253 | $7,975+28.6% | $6,757+51.7% | $6,688+53.3% |
| Admin fee / account holder | $3,913 | $19,419-79.9% | $12,724-69.2% | $13,397-70.8% |