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 | $72,705 | $109,982-33.9% | $97,226-25.2% | $145,922-50.2% |
| Participation rate | 81.8% | 75.9%+5.9pp | 72.7%+9.1pp | 80.3%+1.5pp |
| Annual return | 16.11% | 242.90%-226.8pp | 75.13%-59.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,520 | $3,084-18.3% | $2,729-7.6% | $4,660-45.9% |
| Participant deferral / active EE | $7,229 | $4,676+54.6% | $4,264+69.5% | $6,688+8.1% |
| Admin fee / account holder | $2,089 | $6,221-66.4% | $5,654-63.1% | $13,397-84.4% |