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 | $126,089 | $197,591-36.2% | $177,821-29.1% | $158,922-20.7% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 13.69% | 58.76%-45.1pp | 48.32%-34.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $2,789 | $6,697-58.4% | $5,918-52.9% | $4,761-41.4% |
| Participant deferral / active EE | $5,814 | $8,405-30.8% | $7,714-24.6% | $5,982-2.8% |
| Admin fee / account holder | $933 | $15,399-93.9% | $12,427-92.5% | $11,246-91.7% |