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 | $74,712 | $176,056-57.6% | $159,436-53.1% | $167,490-55.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 12.12% | 331.75%-319.6pp | 263.57%-251.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $4,119 | $5,297-22.2% | $4,829-14.7% | $4,837-14.9% |
| Participant deferral / active EE | $5,499 | $7,750-29.0% | $7,352-25.2% | $6,341-13.3% |
| Admin fee / account holder | $5,478 | $12,554-56.4% | $10,799-49.3% | $12,309-55.5% |