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 | $220,408 | $197,591+11.5% | $177,821+23.9% | $158,922+38.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 14.74% | 58.76%-44.0pp | 48.32%-33.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $8,272 | $6,697+23.5% | $5,918+39.8% | $4,761+73.7% |
| Participant deferral / active EE | $11,961 | $8,405+42.3% | $7,714+55.1% | $5,982+100.0% |
| Admin fee / account holder | $1,818 | $15,399-88.2% | $12,427-85.4% | $11,246-83.8% |