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 | $73,544 | $183,519-59.9% | $155,509-52.7% | $145,922-49.6% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 17.12% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,239 | $5,313-39.0% | $4,672-30.7% | $4,660-30.5% |
| Participant deferral / active EE | $8,346 | $6,462+29.1% | $5,626+48.3% | $6,688+24.8% |
| Admin fee / account holder | $2,007 | $19,313-89.6% | $15,912-87.4% | $13,397-85.0% |