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 | $219,599 | $198,466+10.6% | $170,442+28.8% | $147,584+48.8% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 22.11% | 257.29%-235.2pp | 205.93%-183.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $6,235 | $6,184+0.8% | $5,433+14.8% | $4,876+27.9% |
| Participant deferral / active EE | $5,910 | $5,629+5.0% | $4,939+19.7% | $5,439+8.7% |
| Admin fee / account holder | $601 | $16,852-96.4% | $13,880-95.7% | $10,885-94.5% |