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 | $76,553 | $112,096-31.7% | $95,952-20.2% | $158,922-51.8% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 12.80% | 171.09%-158.3pp | 91.61%-78.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $747 | $3,198-76.6% | $2,541-70.6% | $4,761-84.3% |
| Participant deferral / active EE | $5,546 | $4,784+15.9% | $4,167+33.1% | $5,982-7.3% |
| Admin fee / account holder | $1,266 | $10,130-87.5% | $6,795-81.4% | $11,246-88.7% |