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 | $78,072 | $142,405-45.2% | $115,157-32.2% | $152,861-48.9% |
| Participation rate | 70.0% | 82.4%-12.4pp | 75.9%-5.9pp | 82.4%-12.4pp |
| Annual return | 15.30% | 41.48%-26.2pp | 35.60%-20.3pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,566 | $4,010-61.0% | $3,179-50.7% | $4,762-67.1% |
| Participant deferral / active EE | $1,957 | $5,164-62.1% | $4,168-53.1% | $5,850-66.5% |
| Admin fee / account holder | $6,906 | $8,462-18.4% | $7,088-2.6% | $11,596-40.4% |