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 | $21,729 | $57,354-62.1% | $83,848-74.1% | $64,186-66.1% |
| Participation rate | 91.0% | 68.6%+22.4pp | 76.1%+14.9pp | 69.6%+21.5pp |
| Annual return | -7.94% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,155 | $2,545-54.6% | $3,631-68.2% | $2,381-51.5% |
| Participant deferral / active EE | $2,012 | $2,993-32.8% | $4,082-50.7% | $3,470-42.0% |
| Admin fee / account holder | $2,380 | $4,046-41.2% | $5,478-56.6% | $4,888-51.3% |