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 | $47,403 | $176,056-73.1% | $159,436-70.3% | $167,490-71.7% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 20.59% | 331.75%-311.2pp | 263.57%-243.0pp | 478.56%-458.0pp |
| Employer contribution / active EE | $3,500 | $5,297-33.9% | $4,829-27.5% | $4,837-27.6% |
| Participant deferral / active EE | $5,643 | $7,750-27.2% | $7,352-23.2% | $6,341-11.0% |
| Admin fee / account holder | $2,426 | $12,554-80.7% | $10,799-77.5% | $12,309-80.3% |