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 | $34,368 | $57,354-40.1% | $83,848-59.0% | $64,186-46.5% |
| Participation rate | 70.3% | 68.6%+1.7pp | 76.1%-5.9pp | 69.6%+0.7pp |
| Annual return | -8.55% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,434 | $2,993-52.1% | $4,082-64.9% | $3,470-58.7% |
| Admin fee / account holder | $1,556 | $4,046-61.5% | $5,478-71.6% | $4,888-68.2% |