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 | $107,639 | $176,056-38.9% | $159,436-32.5% | $167,490-35.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.11% | 331.75%-318.6pp | 263.57%-250.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,972 | $5,297-43.9% | $4,829-38.5% | $4,837-38.6% |
| Participant deferral / active EE | $5,818 | $7,750-24.9% | $7,352-20.9% | $6,341-8.2% |
| Admin fee / account holder | $4,495 | $12,554-64.2% | $10,799-58.4% | $12,309-63.5% |