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 | $114,713 | $148,534-22.8% | $135,903-15.6% | $139,434-17.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 46.98% | 79.19%-32.2pp | 68.23%-21.3pp | 372.94%-326.0pp |
| Employer contribution / active EE | $3,112 | $5,243-40.7% | $4,856-35.9% | $4,751-34.5% |
| Participant deferral / active EE | $10,978 | $8,100+35.5% | $7,758+41.5% | $6,710+63.6% |
| Admin fee / account holder | $5,146 | $12,400-58.5% | $10,762-52.2% | $11,403-54.9% |