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 | $35,773 | $127,386-71.9% | $115,037-68.9% | $125,391-71.5% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -0.37% | 31.28%-31.7pp | 26.14%-26.5pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,368 | $5,166-54.2% | $4,608-48.6% | $4,866-51.3% |
| Participant deferral / active EE | $5,278 | $6,423-17.8% | $6,026-12.4% | $5,352-1.4% |
| Admin fee / account holder | $1,229 | $9,516-87.1% | $8,175-85.0% | $9,540-87.1% |