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 | $68,318 | $226,064-69.8% | $182,532-62.6% | $152,861-55.3% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.0%+6.6pp | 82.4%+2.2pp |
| Annual return | 25.06% | 192.51%-167.4pp | 148.54%-123.5pp | 345.32%-320.3pp |
| Employer contribution / active EE | $525 | $4,978-89.4% | $4,076-87.1% | $4,762-89.0% |
| Participant deferral / active EE | $5,720 | $6,368-10.2% | $5,524+3.5% | $5,850-2.2% |
| Admin fee / account holder | $663 | $10,703-93.8% | $8,592-92.3% | $11,596-94.3% |