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 | $77,319 | $209,336-63.1% | $197,124-60.8% | $137,256-43.7% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 17.53% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,372 | $6,591-64.0% | $6,227-61.9% | $4,156-42.9% |
| Participant deferral / active EE | $5,065 | $9,614-47.3% | $9,135-44.6% | $6,407-20.9% |
| Admin fee / account holder | $2,540 | $17,308-85.3% | $16,298-84.4% | $12,270-79.3% |