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 | $44,313 | $72,404-38.8% | $110,238-59.8% | $64,186-31.0% |
| Participation rate | 83.7% | 73.3%+10.4pp | 79.8%+3.9pp | 69.6%+14.2pp |
| Annual return | -6.31% | -6.29%0pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,459 | $2,282-36.1% | $3,826-61.9% | $2,381-38.7% |
| Participant deferral / active EE | $3,339 | $3,469-3.8% | $4,672-28.5% | $3,470-3.8% |
| Admin fee / account holder | $667 | $5,664-88.2% | $8,547-92.2% | $4,888-86.4% |