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 | $89,448 | $152,587-41.4% | $125,175-28.5% | $152,861-41.5% |
| Participation rate | 72.2% | 83.3%-11.1pp | 79.8%-7.6pp | 82.4%-10.2pp |
| Annual return | 18.89% | 54.84%-35.9pp | 43.79%-24.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,902 | $4,946-41.3% | $3,865-24.9% | $4,762-39.1% |
| Participant deferral / active EE | $7,163 | $5,868+22.1% | $4,937+45.1% | $5,850+22.4% |
| Admin fee / account holder | $13,405 | $13,434-0.2% | $9,702+38.2% | $11,596+15.6% |