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 | $85,866 | $109,817-21.8% | $98,442-12.8% | $167,490-48.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 18.01% | 1956.69%-1938.7pp | 1492.73%-1474.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,634 | $3,224-49.3% | $2,960-44.8% | $4,837-66.2% |
| Participant deferral / active EE | $5,420 | $4,673+16.0% | $4,276+26.7% | $6,341-14.5% |
| Admin fee / account holder | $4,609 | $6,753-31.7% | $5,949-22.5% | $12,309-62.6% |