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 | $66,780 | $159,901-58.2% | $146,958-54.6% | $145,922-54.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 18.38% | 98.13%-79.8pp | 418.34%-400.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,773 | $5,286-28.6% | $4,933-23.5% | $4,660-19.0% |
| Participant deferral / active EE | $11,449 | $8,428+35.8% | $8,070+41.9% | $6,688+71.2% |
| Admin fee / account holder | $6,890 | $15,044-54.2% | $12,998-47.0% | $13,397-48.6% |