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 | $100,984 | $197,591-48.9% | $177,821-43.2% | $158,922-36.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 19.89% | 58.76%-38.9pp | 48.32%-28.4pp | 302.83%-282.9pp |
| Employer contribution / active EE | $3,085 | $6,697-53.9% | $5,918-47.9% | $4,761-35.2% |
| Participant deferral / active EE | $9,685 | $8,405+15.2% | $7,714+25.5% | $5,982+61.9% |
| Admin fee / account holder | $9,091 | $15,399-41.0% | $12,427-26.9% | $11,246-19.2% |