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 | $73,201 | $109,327-33.0% | $89,391-18.1% | $158,922-53.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 14.35% | 345.68%-331.3pp | 245.62%-231.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,525 | $3,170-51.9% | $2,586-41.0% | $4,761-68.0% |
| Participant deferral / active EE | $2,097 | $4,598-54.4% | $3,890-46.1% | $5,982-64.9% |
| Admin fee / account holder | $1,750 | $6,153-71.6% | $4,881-64.1% | $11,246-84.4% |