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 | $68,729 | $175,202-60.8% | $149,673-54.1% | $139,434-50.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 17.09% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,040 | $5,474-44.5% | $4,818-36.9% | $4,751-36.0% |
| Participant deferral / active EE | $6,661 | $6,519+2.2% | $5,680+17.3% | $6,710-0.7% |
| Admin fee / account holder | $313 | $16,150-98.1% | $13,210-97.6% | $11,403-97.3% |