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 | $53,948 | $102,966-47.6% | $90,281-40.2% | $152,861-64.7% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 27.88% | 95.16%-67.3pp | 78.10%-50.2pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,614 | $3,139-48.6% | $2,854-43.4% | $4,762-66.1% |
| Participant deferral / active EE | $1,915 | $4,281-55.3% | $3,885-50.7% | $5,850-67.3% |
| Admin fee / account holder | $3,154 | $6,171-48.9% | $5,351-41.1% | $11,596-72.8% |