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 | $90,091 | $105,998-15.0% | $92,233-2.3% | $147,584-39.0% |
| Participation rate | 76.9% | 80.4%-3.5pp | 76.5%+0.4pp | 82.8%-5.9pp |
| Annual return | 23.92% | 50.05%-26.1pp | 176.28%-152.4pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,376 | $4,333-68.2% | $3,679-62.6% | $4,876-71.8% |
| Participant deferral / active EE | $5,015 | $4,478+12.0% | $3,897+28.7% | $5,439-7.8% |
| Admin fee / account holder | $9,491 | $6,332+49.9% | $5,194+82.7% | $10,885-12.8% |