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 | $74,481 | $198,466-62.5% | $170,442-56.3% | $147,584-49.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 26.41% | 257.29%-230.9pp | 205.93%-179.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $2,592 | $6,184-58.1% | $5,433-52.3% | $4,876-46.9% |
| Participant deferral / active EE | $9,450 | $5,629+67.9% | $4,939+91.3% | $5,439+73.8% |
| Admin fee / account holder | $338 | $16,852-98.0% | $13,880-97.6% | $10,885-96.9% |