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 | $103,076 | $198,466-48.1% | $170,442-39.5% | $147,584-30.2% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 16.35% | 257.29%-240.9pp | 205.93%-189.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,260 | $6,184-63.5% | $5,433-58.4% | $4,876-53.7% |
| Participant deferral / active EE | $8,981 | $5,629+59.5% | $4,939+81.8% | $5,439+65.1% |
| Admin fee / account holder | $5,726 | $16,852-66.0% | $13,880-58.7% | $10,885-47.4% |