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 | $73,501 | $198,466-63.0% | $170,442-56.9% | $147,584-50.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.78% | 257.29%-247.5pp | 205.93%-196.2pp | 578.55%-568.8pp |
| Employer contribution / active EE | $6,732 | $6,184+8.9% | $5,433+23.9% | $4,876+38.1% |
| Participant deferral / active EE | $7,298 | $5,629+29.6% | $4,939+47.8% | $5,439+34.2% |
| Admin fee / account holder | $2,357 | $16,852-86.0% | $13,880-83.0% | $10,885-78.3% |