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 | $78,800 | $112,881-30.2% | $90,951-13.4% | $158,922-50.4% |
| Participation rate | 76.2% | 74.7%+1.5pp | 69.0%+7.2pp | 82.0%-5.8pp |
| Annual return | 16.09% | 215.79%-199.7pp | 134.60%-118.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,230 | $2,893-57.5% | $2,122-42.0% | $4,761-74.2% |
| Participant deferral / active EE | $5,832 | $4,128+41.3% | $3,373+72.9% | $5,982-2.5% |
| Admin fee / account holder | $463 | $8,041-94.2% | $5,959-92.2% | $11,246-95.9% |