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 | $89,527 | $198,466-54.9% | $170,442-47.5% | $147,584-39.3% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 20.59% | 257.29%-236.7pp | 205.93%-185.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,214 | $6,184-64.2% | $5,433-59.2% | $4,876-54.6% |
| Participant deferral / active EE | $3,093 | $5,629-45.1% | $4,939-37.4% | $5,439-43.1% |
| Admin fee / account holder | $533 | $16,852-96.8% | $13,880-96.2% | $10,885-95.1% |