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 | $53,316 | $73,515-27.5% | $62,995-15.4% | $147,584-63.9% |
| Participation rate | 78.9% | 77.9%+1.1pp | 74.8%+4.1pp | 82.8%-3.9pp |
| Annual return | 17.24% | 175.43%-158.2pp | 87.57%-70.3pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,926 | $3,320-42.0% | $2,759-30.2% | $4,876-60.5% |
| Participant deferral / active EE | $4,432 | $4,185+5.9% | $3,329+33.1% | $5,439-18.5% |
| Admin fee / account holder | $5,155 | $5,953-13.4% | $3,600+43.2% | $10,885-52.6% |