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 | $67,834 | $144,119-52.9% | $117,854-42.4% | $147,584-54.0% |
| Participation rate | 89.5% | 83.4%+6.1pp | 79.7%+9.8pp | 82.8%+6.6pp |
| Annual return | 16.27% | 531.15%-514.9pp | 335.08%-318.8pp | 578.55%-562.3pp |
| Employer contribution / active EE | $3,276 | $4,896-33.1% | $3,786-13.5% | $4,876-32.8% |
| Participant deferral / active EE | $3,929 | $5,316-26.1% | $4,482-12.3% | $5,439-27.8% |
| Admin fee / account holder | $951 | $10,886-91.3% | $8,020-88.1% | $10,885-91.3% |