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 | $74,462 | $115,882-35.7% | $100,516-25.9% | $158,922-53.1% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 17.59% | 34.79%-17.2pp | 30.89%-13.3pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,588 | $4,103-36.9% | $3,418-24.3% | $4,761-45.6% |
| Participant deferral / active EE | $4,653 | $6,674-30.3% | $6,270-25.8% | $5,982-22.2% |
| Admin fee / account holder | $813 | $10,995-92.6% | $8,081-89.9% | $11,246-92.8% |