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 | $77,564 | $165,984-53.3% | $164,813-52.9% | $145,922-46.8% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 15.19% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,142 | $5,273-40.4% | $4,341-27.6% | $4,660-32.6% |
| Participant deferral / active EE | $5,825 | $6,959-16.3% | $6,031-3.4% | $6,688-12.9% |
| Admin fee / account holder | $8,178 | $16,648-50.9% | $12,690-35.6% | $13,397-39.0% |