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 | $69,260 | $158,398-56.3% | $126,539-45.3% | $142,382-51.4% |
| Participation rate | 73.3% | 75.8%-2.5pp | 69.8%+3.5pp | 80.1%-6.8pp |
| Annual return | 10.60% | 593.76%-583.2pp | 425.95%-415.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $4,179 | $4,650-10.1% | $3,674+13.8% | $4,299-2.8% |
| Participant deferral / active EE | $4,272 | $4,767-10.4% | $4,083+4.6% | $6,507-34.4% |
| Admin fee / account holder | $3,179 | $6,918-54.1% | $6,065-47.6% | $12,624-74.8% |