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 | $55,870 | $101,317-44.9% | $146,958-62.0% | $74,495-25.0% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.2pp | 67.2%+18.2pp |
| Annual return | 18.35% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,834 | $3,810-25.6% | $4,933-42.6% | $2,623+8.0% |
| Participant deferral / active EE | $5,214 | $7,303-28.6% | $8,070-35.4% | $4,346+20.0% |
| Admin fee / account holder | $2,911 | $1,739+67.4% | $12,998-77.6% | $1,942+49.9% |