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 | $105,919 | $144,119-26.5% | $117,854-10.1% | $147,584-28.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 27.29% | 531.15%-503.9pp | 335.08%-307.8pp | 578.55%-551.3pp |
| Employer contribution / active EE | $2,662 | $4,896-45.6% | $3,786-29.7% | $4,876-45.4% |
| Participant deferral / active EE | $4,325 | $5,316-18.6% | $4,482-3.5% | $5,439-20.5% |
| Admin fee / account holder | $1,641 | $10,886-84.9% | $8,020-79.5% | $10,885-84.9% |