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 | $79,338 | $154,117-48.5% | $129,995-39.0% | $139,434-43.1% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 18.55% | 32.48%-13.9pp | -137.18%+155.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,007 | $5,289-62.1% | $4,320-53.5% | $4,751-57.8% |
| Participant deferral / active EE | $3,155 | $6,710-53.0% | $5,820-45.8% | $6,710-53.0% |
| Admin fee / account holder | $357 | $14,007-97.5% | $10,614-96.6% | $11,403-96.9% |