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 | $72,533 | $152,587-52.5% | $125,175-42.1% | $152,861-52.5% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 17.93% | 54.84%-36.9pp | 43.79%-25.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,828 | $4,946-42.8% | $3,865-26.8% | $4,762-40.6% |
| Participant deferral / active EE | $3,602 | $5,868-38.6% | $4,937-27.0% | $5,850-38.4% |
| Admin fee / account holder | $2,057 | $13,434-84.7% | $9,702-78.8% | $11,596-82.3% |