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 | $98,197 | $227,553-56.8% | $189,557-48.2% | $167,490-41.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 12.43% | 78.40%-66.0pp | 64.17%-51.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,866 | $5,316-46.1% | $4,412-35.1% | $4,837-40.8% |
| Participant deferral / active EE | $4,431 | $7,002-36.7% | $6,174-28.2% | $6,341-30.1% |
| Admin fee / account holder | $5,624 | $11,878-52.6% | $9,807-42.7% | $12,309-54.3% |