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 | $119,109 | $165,335-28.0% | $149,696-20.4% | $158,922-25.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.46% | 348.15%-329.7pp | 276.60%-258.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $4,167 | $5,103-18.3% | $4,644-10.3% | $4,761-12.5% |
| Participant deferral / active EE | $2,692 | $7,181-62.5% | $6,842-60.7% | $5,982-55.0% |
| Admin fee / account holder | $7,868 | $10,807-27.2% | $9,309-15.5% | $11,246-30.0% |