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 | $93,449 | $198,466-52.9% | $170,442-45.2% | $147,584-36.7% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 20.16% | 257.29%-237.1pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,175 | $6,184-64.8% | $5,433-60.0% | $4,876-55.4% |
| Participant deferral / active EE | $4,016 | $5,629-28.7% | $4,939-18.7% | $5,439-26.2% |
| Admin fee / account holder | $1,197 | $16,852-92.9% | $13,880-91.4% | $10,885-89.0% |