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 | $133,323 | $197,591-32.5% | $177,821-25.0% | $158,922-16.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 13.40% | 58.76%-45.4pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,812 | $6,697-72.9% | $5,918-69.4% | $4,761-61.9% |
| Participant deferral / active EE | $5,724 | $8,405-31.9% | $7,714-25.8% | $5,982-4.3% |
| Admin fee / account holder | $3,756 | $15,399-75.6% | $12,427-69.8% | $11,246-66.6% |