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 | $36,922 | $61,272-39.7% | $149,673-75.3% | $71,457-48.3% |
| Participation rate | 79.6% | 62.5%+17.1pp | 78.8%+0.8pp | 67.9%+11.7pp |
| Annual return | 17.98% | 35.85%-17.9pp | 134.42%-116.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,484 | $2,378-37.6% | $4,818-69.2% | $2,588-42.6% |
| Participant deferral / active EE | $2,481 | $2,917-14.9% | $5,680-56.3% | $4,289-42.2% |
| Admin fee / account holder | $3,440 | $1,261+172.8% | $13,210-74.0% | $1,587+116.7% |