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 | $202,365 | $183,963+10.0% | $162,163+24.8% | $152,861+32.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 30.85% | 150.76%-119.9pp | 115.59%-84.7pp | 345.32%-314.5pp |
| Employer contribution / active EE | $4,079 | $6,371-36.0% | $5,614-27.3% | $4,762-14.4% |
| Participant deferral / active EE | $7,420 | $8,034-7.6% | $7,298+1.7% | $5,850+26.8% |
| Admin fee / account holder | $2,688 | $13,121-79.5% | $10,843-75.2% | $11,596-76.8% |