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 | $122,689 | $157,256-22.0% | $141,162-13.1% | $152,861-19.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 27.54% | 64.32%-36.8pp | 71.39%-43.8pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,968 | $5,261-62.6% | $4,735-58.4% | $4,762-58.7% |
| Participant deferral / active EE | $5,980 | $7,109-15.9% | $6,709-10.9% | $5,850+2.2% |
| Admin fee / account holder | $1,600 | $12,120-86.8% | $10,261-84.4% | $11,596-86.2% |