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 | $219,609 | $198,466+10.7% | $170,442+28.8% | $147,584+48.8% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 9.80% | 257.29%-247.5pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $3,053 | $6,184-50.6% | $5,433-43.8% | $4,876-37.4% |
| Participant deferral / active EE | $6,620 | $5,629+17.6% | $4,939+34.0% | $5,439+21.7% |
| Admin fee / account holder | $1,157 | $16,852-93.1% | $13,880-91.7% | $10,885-89.4% |