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 | $223,552 | $148,534+50.5% | $135,903+64.5% | $139,434+60.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.96% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,807 | $5,243-65.5% | $4,856-62.8% | $4,751-62.0% |
| Participant deferral / active EE | $8,106 | $8,100+0.1% | $7,758+4.5% | $6,710+20.8% |
| Admin fee / account holder | $319 | $12,400-97.4% | $10,762-97.0% | $11,403-97.2% |