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 | $56,628 | $157,256-64.0% | $141,162-59.9% | $152,861-63.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 17.91% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,857 | $5,261-64.7% | $4,735-60.8% | $4,762-61.0% |
| Participant deferral / active EE | $2,463 | $7,109-65.4% | $6,709-63.3% | $5,850-57.9% |
| Admin fee / account holder | $3,071 | $12,120-74.7% | $10,261-70.1% | $11,596-73.5% |