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 | $152,151 | $209,411-27.3% | $178,490-14.8% | $158,922-4.3% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 14.19% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,382 | $5,706-58.3% | $5,011-52.5% | $4,761-50.0% |
| Participant deferral / active EE | $3,498 | $5,954-41.2% | $5,202-32.7% | $5,982-41.5% |
| Admin fee / account holder | $8,317 | $17,074-51.3% | $13,984-40.5% | $11,246-26.0% |