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 | $67,569 | $124,319-45.6% | $111,297-39.3% | $167,490-59.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 21.01% | 37.44%-16.4pp | 54.65%-33.6pp | 478.56%-457.5pp |
| Employer contribution / active EE | $1,366 | $3,435-60.2% | $2,731-50.0% | $4,837-71.8% |
| Participant deferral / active EE | $4,619 | $5,180-10.8% | $4,487+2.9% | $6,341-27.2% |
| Admin fee / account holder | $4,714 | $10,618-55.6% | $7,964-40.8% | $12,309-61.7% |