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 | $91,585 | $226,064-59.5% | $182,532-49.8% | $152,861-40.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 17.55% | 192.51%-175.0pp | 148.54%-131.0pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,314 | $4,978-73.6% | $4,076-67.8% | $4,762-72.4% |
| Participant deferral / active EE | $6,548 | $6,368+2.8% | $5,524+18.5% | $5,850+11.9% |
| Admin fee / account holder | $657 | $10,703-93.9% | $8,592-92.3% | $11,596-94.3% |