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 | $75,434 | $126,574-40.4% | $106,213-29.0% | $145,922-48.3% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 8.49% | 224.79%-216.3pp | 116.14%-107.7pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,824 | $3,730-51.1% | $3,171-42.5% | $4,660-60.9% |
| Participant deferral / active EE | $2,942 | $5,724-48.6% | $5,016-41.4% | $6,688-56.0% |
| Admin fee / account holder | $6,437 | $17,304-62.8% | $11,033-41.7% | $13,397-52.0% |