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 | $50,022 | $198,466-74.8% | $170,442-70.7% | $147,584-66.1% |
| Participation rate | 81.0% | 88.0%-7.0pp | 83.6%-2.6pp | 82.8%-1.9pp |
| Annual return | 22.76% | 257.29%-234.5pp | 205.93%-183.2pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,470 | $6,184-76.2% | $5,433-72.9% | $4,876-69.9% |
| Participant deferral / active EE | $3,291 | $5,629-41.5% | $4,939-33.4% | $5,439-39.5% |
| Admin fee / account holder | $756 | $16,852-95.5% | $13,880-94.6% | $10,885-93.1% |