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 | $121,549 | $197,591-38.5% | $177,821-31.6% | $158,922-23.5% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.7%-11.3pp | 82.0%-5.5pp |
| Annual return | 14.41% | 58.76%-44.3pp | 48.32%-33.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,796 | $6,697-73.2% | $5,918-69.7% | $4,761-62.3% |
| Participant deferral / active EE | $4,014 | $8,405-52.2% | $7,714-48.0% | $5,982-32.9% |
| Admin fee / account holder | $12,721 | $15,399-17.4% | $12,427+2.4% | $11,246+13.1% |