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 | $63,680 | $198,466-67.9% | $170,442-62.6% | $147,584-56.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 19.69% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,328 | $6,184-78.5% | $5,433-75.6% | $4,876-72.8% |
| Participant deferral / active EE | $5,081 | $5,629-9.7% | $4,939+2.9% | $5,439-6.6% |
| Admin fee / account holder | $1,885 | $16,852-88.8% | $13,880-86.4% | $10,885-82.7% |