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 7-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 | $36,800 | $167,307-78.0% | $143,757-74.4% | $134,475-72.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -19.25% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,981 | $5,619-64.7% | $4,951-60.0% | $4,740-58.2% |
| Participant deferral / active EE | $6,455 | $6,446+0.1% | $5,637+14.5% | $6,400+0.9% |
| Admin fee / account holder | $329 | $18,088-98.2% | $14,673-97.8% | $11,426-97.1% |