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 | $63,302 | $202,432-68.7% | $169,368-62.6% | $139,434-54.6% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 17.64% | 531.74%-514.1pp | 405.60%-388.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $5,973 | $4,692+27.3% | $4,013+48.9% | $4,751+25.7% |
| Participant deferral / active EE | $2,935 | $6,938-57.7% | $6,221-52.8% | $6,710-56.3% |
| Admin fee / account holder | $772 | $10,708-92.8% | $9,003-91.4% | $11,403-93.2% |