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 | $29,636 | $91,538-67.6% | $129,995-77.2% | $75,163-60.6% |
| Participation rate | 90.4% | 71.4%+18.9pp | 78.5%+11.9pp | 67.2%+23.2pp |
| Annual return | 17.44% | -631.11%+648.6pp | -137.18%+154.6pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,834 | $2,845-35.5% | $4,320-57.5% | $2,670-31.3% |
| Participant deferral / active EE | $4,048 | $4,341-6.8% | $5,820-30.5% | $4,125-1.9% |
| Admin fee / account holder | $1,758 | $6,790-74.1% | $10,614-83.4% | $5,651-68.9% |