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 | $59,545 | $126,574-53.0% | $106,213-43.9% | $145,922-59.2% |
| Participation rate | 84.6% | 77.6%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 12.93% | 224.79%-211.9pp | 116.14%-103.2pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,242 | $3,730+13.7% | $3,171+33.7% | $4,660-9.0% |
| Participant deferral / active EE | $9,532 | $5,724+66.5% | $5,016+90.0% | $6,688+42.5% |
| Admin fee / account holder | $13,171 | $17,304-23.9% | $11,033+19.4% | $13,397-1.7% |