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 | $70,160 | $180,749-61.2% | $160,784-56.4% | $137,256-48.9% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 12.80% | 2234.46%-2221.7pp | 1803.92%-1791.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $709 | $4,155-82.9% | $3,733-81.0% | $4,156-82.9% |
| Participant deferral / active EE | $1,776 | $6,844-74.1% | $6,293-71.8% | $6,407-72.3% |
| Admin fee / account holder | $1,870 | $10,397-82.0% | $9,717-80.8% | $12,270-84.8% |