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 | $72,103 | $108,919-33.8% | $100,391-28.2% | $145,922-50.6% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 12.44% | 57.88%-45.4pp | 49.20%-36.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,606 | $4,419-41.0% | $3,942-33.9% | $4,660-44.1% |
| Participant deferral / active EE | $7,634 | $8,445-9.6% | $8,082-5.5% | $6,688+14.2% |
| Admin fee / account holder | $3,359 | $9,689-65.3% | $7,899-57.5% | $13,397-74.9% |