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 | $36,781 | $168,632-78.2% | $147,614-75.1% | $125,391-70.7% |
| Participation rate | 86.7% | 88.8%-2.1pp | 84.6%+2.0pp | 83.2%+3.5pp |
| Annual return | -2.60% | 77.65%-80.2pp | 61.98%-64.6pp | 282.22%-284.8pp |
| Employer contribution / active EE | $1,600 | $6,252-74.4% | $5,564-71.3% | $4,866-67.1% |
| Participant deferral / active EE | $2,386 | $5,507-56.7% | $4,895-51.3% | $5,352-55.4% |
| Admin fee / account holder | $322 | $13,580-97.6% | $11,611-97.2% | $9,540-96.6% |