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 | $96,771 | $183,963-47.4% | $162,163-40.3% | $152,861-36.7% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.6%-5.7pp | 82.4%-0.6pp |
| Annual return | 20.65% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,869 | $6,371-23.6% | $5,614-13.3% | $4,762+2.2% |
| Participant deferral / active EE | $4,624 | $8,034-42.4% | $7,298-36.6% | $5,850-21.0% |
| Admin fee / account holder | $795 | $13,121-93.9% | $10,843-92.7% | $11,596-93.1% |