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 | $57,837 | $107,334-46.1% | $92,893-37.7% | $152,861-62.2% |
| Participation rate | 81.3% | 79.8%+1.5pp | 76.0%+5.2pp | 82.4%-1.2pp |
| Annual return | 19.15% | 145.58%-126.4pp | 109.41%-90.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,069 | $4,221-27.3% | $3,653-16.0% | $4,762-35.5% |
| Participant deferral / active EE | $5,458 | $4,845+12.7% | $4,236+28.9% | $5,850-6.7% |
| Admin fee / account holder | $1,531 | $7,079-78.4% | $5,794-73.6% | $11,596-86.8% |