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 | $72,675 | $176,812-58.9% | $146,665-50.4% | $167,490-56.6% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 20.61% | 24.03%-3.4pp | 22.74%-2.1pp | 478.56%-457.9pp |
| Employer contribution / active EE | $3,847 | $5,160-25.4% | $4,136-7.0% | $4,837-20.5% |
| Participant deferral / active EE | $3,858 | $6,440-40.1% | $5,506-29.9% | $6,341-39.2% |
| Admin fee / account holder | $774 | $13,259-94.2% | $10,280-92.5% | $12,309-93.7% |