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 | $83,797 | $115,770-27.6% | $101,248-17.2% | $158,922-47.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 15.91% | 56.14%-40.2pp | 46.47%-30.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,431 | $4,175-17.8% | $3,660-6.2% | $4,761-27.9% |
| Participant deferral / active EE | $10,034 | $4,957+102.4% | $4,370+129.6% | $5,982+67.7% |
| Admin fee / account holder | $6,850 | $7,245-5.5% | $5,945+15.2% | $11,246-39.1% |