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 | $83,710 | $175,202-52.2% | $149,673-44.1% | $139,434-40.0% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 13.58% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,221 | $5,474-77.7% | $4,818-74.7% | $4,751-74.3% |
| Participant deferral / active EE | $3,221 | $6,519-50.6% | $5,680-43.3% | $6,710-52.0% |
| Admin fee / account holder | $504 | $16,150-96.9% | $13,210-96.2% | $11,403-95.6% |