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 | $31,967 | $52,279-38.9% | $89,391-64.2% | $79,858-60.0% |
| Participation rate | 74.3% | 57.5%+16.7pp | 68.0%+6.3pp | 69.6%+4.7pp |
| Annual return | 12.78% | 22.16%-9.4pp | 245.62%-232.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,388 | $1,572-11.7% | $2,586-46.3% | $2,471-43.8% |
| Participant deferral / active EE | $2,087 | $2,740-23.9% | $3,890-46.4% | $3,740-44.2% |
| Admin fee / account holder | $1,018 | $3,356-69.7% | $4,881-79.1% | $5,306-80.8% |