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 | $97,813 | $144,119-32.1% | $117,854-17.0% | $147,584-33.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 17.25% | 531.15%-513.9pp | 335.08%-317.8pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,296 | $4,896-53.1% | $3,786-39.3% | $4,876-52.9% |
| Participant deferral / active EE | $8,418 | $5,316+58.4% | $4,482+87.8% | $5,439+54.8% |
| Admin fee / account holder | $906 | $10,886-91.7% | $8,020-88.7% | $10,885-91.7% |