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 | $58,032 | $148,534-60.9% | $135,903-57.3% | $139,434-58.4% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.30% | 79.19%-61.9pp | 68.23%-50.9pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,998 | $5,243-61.9% | $4,856-58.9% | $4,751-58.0% |
| Participant deferral / active EE | $9,078 | $8,100+12.1% | $7,758+17.0% | $6,710+35.3% |
| Admin fee / account holder | $706 | $12,400-94.3% | $10,762-93.4% | $11,403-93.8% |