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 | $50,149 | $228,332-78.0% | $185,823-73.0% | $158,922-68.4% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 14.43% | 40.80%-26.4pp | 35.95%-21.5pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,329 | $4,967-53.1% | $4,087-43.0% | $4,761-51.1% |
| Participant deferral / active EE | $5,295 | $6,415-17.5% | $5,632-6.0% | $5,982-11.5% |
| Admin fee / account holder | $6,692 | $11,864-43.6% | $9,500-29.6% | $11,246-40.5% |