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 8-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 | $32,378 | $105,860-69.4% | $90,749-64.3% | $134,475-75.9% |
| Participation rate | 73.9% | 78.2%-4.3pp | 75.7%-1.8pp | 81.2%-7.3pp |
| Annual return | 19.55% | -11.01%+30.6pp | -12.16%+31.7pp | 417.96%-398.4pp |
| Employer contribution / active EE | $2,008 | $3,462-42.0% | $2,921-31.3% | $4,740-57.6% |
| Participant deferral / active EE | $3,089 | $5,216-40.8% | $4,564-32.3% | $6,400-51.7% |
| Admin fee / account holder | $1,229 | $13,938-91.2% | $8,445-85.4% | $11,426-89.2% |