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 | $71,354 | $109,982-35.1% | $97,226-26.6% | $145,922-51.1% |
| Participation rate | 95.5% | 75.9%+19.5pp | 72.7%+22.8pp | 80.3%+15.2pp |
| Annual return | 11.30% | 242.90%-231.6pp | 75.13%-63.8pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,767 | $3,084+22.2% | $2,729+38.1% | $4,660-19.2% |
| Participant deferral / active EE | $5,429 | $4,676+16.1% | $4,264+27.3% | $6,688-18.8% |
| Admin fee / account holder | $1,206 | $6,221-80.6% | $5,654-78.7% | $13,397-91.0% |