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 | $66,269 | $112,881-41.3% | $90,951-27.1% | $158,922-58.3% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 15.44% | 215.79%-200.4pp | 134.60%-119.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,216 | $2,893-58.0% | $2,122-42.7% | $4,761-74.5% |
| Participant deferral / active EE | $5,165 | $4,128+25.1% | $3,373+53.1% | $5,982-13.7% |
| Admin fee / account holder | $684 | $8,041-91.5% | $5,959-88.5% | $11,246-93.9% |