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 | $114,288 | $183,519-37.7% | $155,509-26.5% | $145,922-21.7% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 19.44% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $7,360 | $5,313+38.5% | $4,672+57.5% | $4,660+58.0% |
| Participant deferral / active EE | $6,758 | $6,462+4.6% | $5,626+20.1% | $6,688+1.0% |
| Admin fee / account holder | $1,978 | $19,313-89.8% | $15,912-87.6% | $13,397-85.2% |