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 | $62,680 | $102,382-38.8% | $147,005-57.4% | $80,874-22.5% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.2%-2.9pp | 67.6%+11.7pp |
| Annual return | 12.16% | 134.89%-122.7pp | 418.76%-406.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $3,621 | $3,715-2.5% | $4,934-26.6% | $2,756+31.4% |
| Participant deferral / active EE | $7,163 | $6,646+7.8% | $8,070-11.2% | $4,297+66.7% |
| Admin fee / account holder | $7,462 | $7,942-6.0% | $13,006-42.6% | $6,935+7.6% |