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 | $97,819 | $176,056-44.4% | $159,436-38.6% | $167,490-41.6% |
| Participation rate | 82.4% | 84.9%-2.6pp | 82.8%-0.5pp | 82.1%+0.2pp |
| Annual return | 29.68% | 331.75%-302.1pp | 263.57%-233.9pp | 478.56%-448.9pp |
| Employer contribution / active EE | $1,578 | $5,297-70.2% | $4,829-67.3% | $4,837-67.4% |
| Participant deferral / active EE | $5,076 | $7,750-34.5% | $7,352-31.0% | $6,341-19.9% |
| Admin fee / account holder | $929 | $12,554-92.6% | $10,799-91.4% | $12,309-92.5% |