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 | $92,483 | $175,202-47.2% | $149,673-38.2% | $139,434-33.7% |
| Participation rate | 72.2% | 83.4%-11.2pp | 78.8%-6.5pp | 80.3%-8.1pp |
| Annual return | 18.18% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,676 | $5,474-32.9% | $4,818-23.7% | $4,751-22.6% |
| Participant deferral / active EE | $5,717 | $6,519-12.3% | $5,680+0.7% | $6,710-14.8% |
| Admin fee / account holder | $2,075 | $16,150-87.1% | $13,210-84.3% | $11,403-81.8% |