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 | $53,635 | $107,334-50.0% | $92,893-42.3% | $152,861-64.9% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.4%-6.3pp |
| Annual return | 17.96% | 145.58%-127.6pp | 109.41%-91.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,013 | $4,845-58.5% | $4,236-52.5% | $5,850-65.6% |
| Admin fee / account holder | $1,461 | $7,079-79.4% | $5,794-74.8% | $11,596-87.4% |