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 | $103,591 | $165,335-37.3% | $149,696-30.8% | $158,922-34.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 23.78% | 348.15%-324.4pp | 276.60%-252.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,152 | $5,103-57.8% | $4,644-53.7% | $4,761-54.8% |
| Participant deferral / active EE | $7,654 | $7,181+6.6% | $6,842+11.9% | $5,982+27.9% |
| Admin fee / account holder | $10,057 | $10,807-6.9% | $9,309+8.0% | $11,246-10.6% |