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 | $45,786 | $144,119-68.2% | $117,854-61.2% | $147,584-69.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 13.86% | 531.15%-517.3pp | 335.08%-321.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,645 | $4,896-66.4% | $3,786-56.5% | $4,876-66.3% |
| Participant deferral / active EE | $1,809 | $5,316-66.0% | $4,482-59.6% | $5,439-66.7% |
| Admin fee / account holder | $2,252 | $10,886-79.3% | $8,020-71.9% | $10,885-79.3% |