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 | $91,696 | $172,478-46.8% | $145,661-37.0% | $142,382-35.6% |
| Participation rate | 73.7% | 80.1%-6.4pp | 77.2%-3.5pp | 80.1%-6.4pp |
| Annual return | 14.79% | 151.09%-136.3pp | 101.46%-86.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,579 | $4,899-47.4% | $4,238-39.1% | $4,299-40.0% |
| Participant deferral / active EE | $4,622 | $8,348-44.6% | $7,198-35.8% | $6,507-29.0% |
| Admin fee / account holder | $2,526 | $16,864-85.0% | $12,466-79.7% | $12,624-80.0% |