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 | $74,941 | $115,770-35.3% | $101,248-26.0% | $158,922-52.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 9.60% | 56.14%-46.5pp | 46.47%-36.9pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,861 | $4,175-55.4% | $3,660-49.2% | $4,761-60.9% |
| Participant deferral / active EE | $4,094 | $4,957-17.4% | $4,370-6.3% | $5,982-31.6% |
| Admin fee / account holder | $834 | $7,245-88.5% | $5,945-86.0% | $11,246-92.6% |