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 | $55,773 | $178,174-68.7% | $156,181-64.3% | $137,256-59.4% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 11.05% | 84.19%-73.1pp | 64.87%-53.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,340 | $4,972-32.8% | $4,294-22.2% | $4,156-19.6% |
| Participant deferral / active EE | $6,120 | $6,888-11.2% | $6,132-0.2% | $6,407-4.5% |
| Admin fee / account holder | $10,551 | $17,404-39.4% | $14,586-27.7% | $12,270-14.0% |