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 | $238,325 | $157,256+51.6% | $141,162+68.8% | $152,861+55.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 26.97% | 64.32%-37.3pp | 71.39%-44.4pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,664 | $5,261-49.4% | $4,735-43.7% | $4,762-44.1% |
| Participant deferral / active EE | $7,274 | $7,109+2.3% | $6,709+8.4% | $5,850+24.3% |
| Admin fee / account holder | $490 | $12,120-96.0% | $10,261-95.2% | $11,596-95.8% |