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 | $60,934 | $214,378-71.6% | $200,582-69.6% | $142,382-57.2% |
| Participation rate | 86.4% | 87.4%-1.1pp | 86.9%-0.5pp | 80.1%+6.2pp |
| Annual return | 22.17% | 46.41%-24.2pp | 42.33%-20.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,531 | $6,841-63.0% | $6,419-60.6% | $4,299-41.1% |
| Participant deferral / active EE | $5,614 | $9,865-43.1% | $9,331-39.8% | $6,507-13.7% |
| Admin fee / account holder | $1,361 | $17,692-92.3% | $16,305-91.7% | $12,624-89.2% |