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 | $86,542 | $176,056-50.8% | $159,436-45.7% | $167,490-48.3% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 14.54% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,569 | $5,297-51.5% | $4,829-46.8% | $4,837-46.9% |
| Participant deferral / active EE | $6,177 | $7,750-20.3% | $7,352-16.0% | $6,341-2.6% |
| Admin fee / account holder | $15,977 | $12,554+27.3% | $10,799+48.0% | $12,309+29.8% |