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 | $75,677 | $160,055-52.7% | $140,016-46.0% | $135,375-44.1% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.5%+6.6pp | 82.6%+11.5pp |
| Annual return | 9.22% | 911.38%-902.2pp | 651.12%-641.9pp | 519.73%-510.5pp |
| Employer contribution / active EE | $2,059 | $6,420-67.9% | $5,606-63.3% | $4,779-56.9% |
| Participant deferral / active EE | $2,921 | $7,642-61.8% | $6,927-57.8% | $5,609-47.9% |
| Admin fee / account holder | $435 | $13,328-96.7% | $10,705-95.9% | $10,827-96.0% |