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 | $44,503 | $148,534-70.0% | $135,903-67.3% | $139,434-68.1% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 22.55% | 79.19%-56.6pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $4,463 | $5,243-14.9% | $4,856-8.1% | $4,751-6.1% |
| Participant deferral / active EE | $13,893 | $8,100+71.5% | $7,758+79.1% | $6,710+107.0% |
| Admin fee / account holder | $7,260 | $12,400-41.5% | $10,762-32.5% | $11,403-36.3% |