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 | $54,666 | $91,538-40.3% | $129,995-57.9% | $75,163-27.3% |
| Participation rate | 96.2% | 71.4%+24.7pp | 78.5%+17.7pp | 67.2%+29.0pp |
| Annual return | 15.29% | -631.11%+646.4pp | -137.18%+152.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,189 | $2,845-58.2% | $4,320-72.5% | $2,670-55.5% |
| Participant deferral / active EE | $4,292 | $4,341-1.1% | $5,820-26.3% | $4,125+4.0% |
| Admin fee / account holder | $5,087 | $6,790-25.1% | $10,614-52.1% | $5,651-10.0% |