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 | $75,458 | $217,402-65.3% | $185,823-59.4% | $167,490-54.9% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 11.47% | 148.36%-136.9pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,344 | $5,873-77.1% | $5,167-74.0% | $4,837-72.2% |
| Participant deferral / active EE | $2,590 | $6,356-59.2% | $5,568-53.5% | $6,341-59.2% |
| Admin fee / account holder | $1,082 | $19,811-94.5% | $16,237-93.3% | $12,309-91.2% |