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 | $76,355 | $73,515+3.9% | $62,995+21.2% | $147,584-48.3% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 14.62% | 175.43%-160.8pp | 87.57%-72.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,955 | $3,320-41.1% | $2,759-29.1% | $4,876-59.9% |
| Participant deferral / active EE | $5,544 | $4,185+32.5% | $3,329+66.5% | $5,439+1.9% |
| Admin fee / account holder | $538 | $5,953-91.0% | $3,600-85.1% | $10,885-95.1% |