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 | $50,058 | $99,079-49.5% | $77,999-35.8% | $273,961-81.7% |
| Participation rate | 78.3% | 78.6%-0.3pp | 75.5%+2.7pp | 83.0%-4.8pp |
| Annual return | 9.78% | 217.93%-208.1pp | 425.96%-416.2pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,365 | $3,308-58.7% | $2,470-44.8% | $4,869-72.0% |
| Participant deferral / active EE | $3,604 | $4,306-16.3% | $3,497+3.1% | $5,287-31.8% |
| Admin fee / account holder | $1,566 | $8,954-82.5% | $5,480-71.4% | $10,132-84.5% |