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 | $73,591 | $138,065-46.7% | $123,544-40.4% | $135,375-45.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 13.57% | 153.68%-140.1pp | 119.20%-105.6pp | 519.73%-506.2pp |
| Employer contribution / active EE | $1,998 | $5,151-61.2% | $4,628-56.8% | $4,779-58.2% |
| Participant deferral / active EE | $3,398 | $6,799-50.0% | $6,426-47.1% | $5,609-39.4% |
| Admin fee / account holder | $316 | $10,916-97.1% | $9,284-96.6% | $10,827-97.1% |