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 | $74,365 | $100,773-26.2% | $88,946-16.4% | $142,382-47.8% |
| Participation rate | 73.9% | 74.3%-0.4pp | 68.8%+5.1pp | 80.1%-6.2pp |
| Annual return | 20.55% | 70.18%-49.6pp | 57.82%-37.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,035 | $2,918-30.3% | $2,555-20.4% | $4,299-52.7% |
| Participant deferral / active EE | $4,243 | $5,230-18.9% | $4,581-7.4% | $6,507-34.8% |
| Admin fee / account holder | $3,640 | $9,693-62.4% | $8,261-55.9% | $12,624-71.2% |