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 9-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 | $175,220 | $162,781+7.6% | $133,956+30.8% | $158,922+10.3% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 22.90% | 41.94%-19.0pp | 45.09%-22.2pp | 302.83%-279.9pp |
| Employer contribution / active EE | $4,010 | $4,975-19.4% | $3,919+2.3% | $4,761-15.8% |
| Participant deferral / active EE | $10,560 | $5,911+78.6% | $5,048+109.2% | $5,982+76.5% |
| Admin fee / account holder | $1,995 | $11,736-83.0% | $8,927-77.7% | $11,246-82.3% |