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 | $71,089 | $152,587-53.4% | $125,175-43.2% | $152,861-53.5% |
| Participation rate | 76.5% | 83.3%-6.9pp | 79.8%-3.3pp | 82.4%-6.0pp |
| Annual return | 42.81% | 54.84%-12.0pp | 43.79%-1.0pp | 345.32%-302.5pp |
| Employer contribution / active EE | $1,545 | $4,946-68.8% | $3,865-60.0% | $4,762-67.6% |
| Participant deferral / active EE | $3,590 | $5,868-38.8% | $4,937-27.3% | $5,850-38.6% |
| Admin fee / account holder | $2,038 | $13,434-84.8% | $9,702-79.0% | $11,596-82.4% |