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 | $35,852 | $176,056-79.6% | $159,436-77.5% | $167,490-78.6% |
| Participation rate | 72.2% | 84.9%-12.7pp | 82.8%-10.6pp | 82.1%-9.9pp |
| Annual return | 15.55% | 331.75%-316.2pp | 263.57%-248.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $2,972 | $5,297-43.9% | $4,829-38.5% | $4,837-38.6% |
| Participant deferral / active EE | $4,744 | $7,750-38.8% | $7,352-35.5% | $6,341-25.2% |
| Admin fee / account holder | $882 | $12,554-93.0% | $10,799-91.8% | $12,309-92.8% |