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 | $56,592 | $185,822-69.5% | $169,993-66.7% | $139,434-59.4% |
| Participation rate | 95.7% | 87.8%+7.9pp | 87.0%+8.7pp | 80.3%+15.3pp |
| Annual return | 15.56% | 60.50%-44.9pp | 53.37%-37.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,556 | $7,590-66.3% | $6,785-62.3% | $4,751-46.2% |
| Participant deferral / active EE | $3,593 | $11,622-69.1% | $10,408-65.5% | $6,710-46.4% |
| Admin fee / account holder | $5,438 | $15,381-64.6% | $12,815-57.6% | $11,403-52.3% |