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 | $64,704 | $53,127+21.8% | $86,590-25.3% | $70,131-7.7% |
| Participation rate | 91.2% | 65.3%+25.9pp | 73.5%+17.7pp | 69.5%+21.7pp |
| Annual return | 13.64% | 27.66%-14.0pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,752 | $2,068-15.3% | $2,839-38.3% | $2,342-25.2% |
| Participant deferral / active EE | $3,437 | $2,696+27.5% | $3,609-4.7% | $3,332+3.2% |
| Admin fee / account holder | $5,841 | $3,585+62.9% | $4,906+19.1% | $4,645+25.7% |