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 | $61,437 | $185,822-66.9% | $169,993-63.9% | $139,434-55.9% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 16.92% | 60.50%-43.6pp | 53.37%-36.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $4,296 | $7,590-43.4% | $6,785-36.7% | $4,751-9.6% |
| Participant deferral / active EE | $5,379 | $11,622-53.7% | $10,408-48.3% | $6,710-19.8% |
| Admin fee / account holder | $1,238 | $15,381-92.0% | $12,815-90.3% | $11,403-89.1% |