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 | $61,454 | $89,355-31.2% | $141,162-56.5% | $72,985-15.8% |
| Participation rate | 86.4% | 75.1%+11.2pp | 82.5%+3.9pp | 69.5%+16.9pp |
| Annual return | 144.31% | 111.85%+32.5pp | 71.39%+72.9pp | 81.00%+63.3pp |
| Employer contribution / active EE | $2,293 | $3,114-26.4% | $4,735-51.6% | $2,440-6.0% |
| Participant deferral / active EE | $4,932 | $5,418-9.0% | $6,709-26.5% | $3,607+36.7% |
| Admin fee / account holder | $4,340 | $5,958-27.2% | $10,261-57.7% | $5,124-15.3% |