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 | $99,561 | $157,256-36.7% | $141,162-29.5% | $152,861-34.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 23.07% | 64.32%-41.3pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,919 | $5,261-25.5% | $4,735-17.2% | $4,762-17.7% |
| Participant deferral / active EE | $4,314 | $7,109-39.3% | $6,709-35.7% | $5,850-26.3% |
| Admin fee / account holder | $1,561 | $12,120-87.1% | $10,261-84.8% | $11,596-86.5% |