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 | $88,047 | $126,574-30.4% | $106,213-17.1% | $145,922-39.7% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 11.67% | 224.79%-213.1pp | 116.14%-104.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,268 | $3,730-66.0% | $3,171-60.0% | $4,660-72.8% |
| Participant deferral / active EE | $5,634 | $5,724-1.6% | $5,016+12.3% | $6,688-15.7% |
| Admin fee / account holder | $3,553 | $17,304-79.5% | $11,033-67.8% | $13,397-73.5% |