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 | $78,484 | $165,912-52.7% | $122,332-35.8% | $147,584-46.8% |
| Participation rate | 72.2% | 79.6%-7.4pp | 71.6%+0.6pp | 82.8%-10.6pp |
| Annual return | 11.55% | 34.55%-23.0pp | 30.27%-18.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,894 | $5,754-67.1% | $4,050-53.2% | $4,876-61.2% |
| Participant deferral / active EE | $3,061 | $4,005-23.6% | $3,287-6.9% | $5,439-43.7% |
| Admin fee / account holder | $550 | $7,424-92.6% | $5,478-90.0% | $10,885-94.9% |