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 | $89,290 | $165,335-46.0% | $149,696-40.4% | $158,922-43.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 13.69% | 348.15%-334.5pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,937 | $5,103-22.8% | $4,644-15.2% | $4,761-17.3% |
| Participant deferral / active EE | $11,889 | $7,181+65.6% | $6,842+73.8% | $5,982+98.7% |
| Admin fee / account holder | $438 | $10,807-95.9% | $9,309-95.3% | $11,246-96.1% |