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 | $113,255 | $202,432-44.1% | $169,368-33.1% | $139,434-18.8% |
| Participation rate | 76.9% | 81.1%-4.1pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 15.33% | 531.74%-516.4pp | 405.60%-390.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,536 | $6,938-5.8% | $6,221+5.1% | $6,710-2.6% |
| Admin fee / account holder | $864 | $10,708-91.9% | $9,003-90.4% | $11,403-92.4% |