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 | $69,341 | $91,552-24.3% | $133,956-48.2% | $79,858-13.2% |
| Participation rate | 70.8% | 73.3%-2.5pp | 79.8%-9.0pp | 69.6%+1.2pp |
| Annual return | 14.54% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,961 | $2,384+108.2% | $3,919+26.6% | $2,471+100.8% |
| Participant deferral / active EE | $7,631 | $3,733+104.4% | $5,048+51.2% | $3,740+104.0% |
| Admin fee / account holder | $11,899 | $6,321+88.3% | $8,927+33.3% | $5,306+124.2% |