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 | $37,550 | $49,177-23.6% | $79,464-52.7% | $64,186-41.5% |
| Participation rate | 70.7% | 65.0%+5.7pp | 73.3%-2.6pp | 69.6%+1.2pp |
| Annual return | -5.39% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $954 | $2,076-54.1% | $2,800-65.9% | $2,381-59.9% |
| Participant deferral / active EE | $2,301 | $2,821-18.4% | $3,704-37.9% | $3,470-33.7% |
| Admin fee / account holder | $12,501 | $3,839+225.7% | $5,113+144.5% | $4,888+155.8% |