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 | $25,009 | $90,503-72.4% | $78,689-68.2% | $273,961-90.9% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $594 | $3,176-81.3% | $2,851-79.2% | $4,869-87.8% |
| Participant deferral / active EE | $1,716 | $3,901-56.0% | $3,517-51.2% | $5,287-67.5% |
| Admin fee / account holder | $2,137 | $5,263-59.4% | $4,510-52.6% | $10,132-78.9% |