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 | $26,022 | $76,000-65.8% | $154,107-83.1% | $64,186-59.5% |
| Participation rate | 97.5% | 70.4%+27.1pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | -0.83% | 30.32%-31.1pp | 735.12%-735.9pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,124 | $3,351-66.5% | $5,298-78.8% | $2,381-52.8% |
| Participant deferral / active EE | $3,075 | $3,175-3.2% | $5,081-39.5% | $3,470-11.4% |
| Admin fee / account holder | $4,527 | $5,596-19.1% | $13,411-66.2% | $4,888-7.4% |