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 | $119,489 | $209,411-42.9% | $178,490-33.1% | $158,922-24.8% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 16.06% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,598 | $5,706-72.0% | $5,011-68.1% | $4,761-66.4% |
| Participant deferral / active EE | $7,631 | $5,954+28.2% | $5,202+46.7% | $5,982+27.6% |
| Admin fee / account holder | $17,382 | $17,074+1.8% | $13,984+24.3% | $11,246+54.6% |