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 | $131,679 | $198,466-33.7% | $170,442-22.7% | $147,584-10.8% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 11.10% | 257.29%-246.2pp | 205.93%-194.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,732 | $6,184-72.0% | $5,433-68.1% | $4,876-64.5% |
| Participant deferral / active EE | $6,939 | $5,629+23.3% | $4,939+40.5% | $5,439+27.6% |
| Admin fee / account holder | $6,567 | $16,852-61.0% | $13,880-52.7% | $10,885-39.7% |