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 | $111,928 | $198,466-43.6% | $170,442-34.3% | $147,584-24.2% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 14.87% | 257.29%-242.4pp | 205.93%-191.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,507 | $6,184-43.3% | $5,433-35.4% | $4,876-28.1% |
| Participant deferral / active EE | $9,400 | $5,629+67.0% | $4,939+90.3% | $5,439+72.8% |
| Admin fee / account holder | $13,137 | $16,852-22.0% | $13,880-5.4% | $10,885+20.7% |