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 | $72,838 | $157,256-53.7% | $141,162-48.4% | $152,861-52.4% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.4%+4.2pp |
| Annual return | 19.47% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,399 | $5,261-54.4% | $4,735-49.3% | $4,762-49.6% |
| Participant deferral / active EE | $7,514 | $7,109+5.7% | $6,709+12.0% | $5,850+28.4% |
| Admin fee / account holder | $15,917 | $12,120+31.3% | $10,261+55.1% | $11,596+37.3% |