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 | $65,200 | $227,553-71.3% | $189,557-65.6% | $167,490-61.1% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.4%-0.7pp | 82.1%-4.3pp |
| Annual return | 11.27% | 78.40%-67.1pp | 64.17%-52.9pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,146 | $5,316-59.6% | $4,412-51.4% | $4,837-55.6% |
| Participant deferral / active EE | $4,674 | $7,002-33.2% | $6,174-24.3% | $6,341-26.3% |
| Admin fee / account holder | $2,316 | $11,878-80.5% | $9,807-76.4% | $12,309-81.2% |