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 | $53,163 | $67,411-21.1% | $91,001-41.6% | $70,131-24.2% |
| Participation rate | 89.7% | 71.4%+18.3pp | 75.6%+14.1pp | 69.5%+20.1pp |
| Annual return | 22.34% | -40.16%+62.5pp | 4.60%+17.7pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,039 | $1,786-41.8% | $2,456-57.7% | $2,342-55.6% |
| Participant deferral / active EE | $2,722 | $2,823-3.6% | $3,547-23.3% | $3,332-18.3% |
| Admin fee / account holder | $843 | $4,236-80.1% | $5,417-84.4% | $4,645-81.9% |