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 | $77,082 | $144,119-46.5% | $117,854-34.6% | $147,584-47.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 22.74% | 531.15%-508.4pp | 335.08%-312.3pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,814 | $4,896-63.0% | $3,786-52.1% | $4,876-62.8% |
| Participant deferral / active EE | $3,509 | $5,316-34.0% | $4,482-21.7% | $5,439-35.5% |
| Admin fee / account holder | $1,848 | $10,886-83.0% | $8,020-77.0% | $10,885-83.0% |