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 | $63,271 | $124,319-49.1% | $111,297-43.2% | $167,490-62.2% |
| Participation rate | 81.0% | 79.6%+1.3pp | 77.3%+3.6pp | 82.1%-1.2pp |
| Annual return | 13.48% | 37.44%-24.0pp | 54.65%-41.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,113 | $3,435-67.6% | $2,731-59.3% | $4,837-77.0% |
| Participant deferral / active EE | $4,622 | $5,180-10.8% | $4,487+3.0% | $6,341-27.1% |
| Admin fee / account holder | $1,571 | $10,618-85.2% | $7,964-80.3% | $12,309-87.2% |