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 | $61,023 | $152,587-60.0% | $125,175-51.3% | $152,861-60.1% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 12.91% | 54.84%-41.9pp | 43.79%-30.9pp | 345.32%-332.4pp |
| Employer contribution / active EE | $2,363 | $4,946-52.2% | $3,865-38.9% | $4,762-50.4% |
| Participant deferral / active EE | $5,636 | $5,868-4.0% | $4,937+14.2% | $5,850-3.7% |
| Admin fee / account holder | $5,862 | $13,434-56.4% | $9,702-39.6% | $11,596-49.5% |