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 | $74,342 | $91,538-18.8% | $129,995-42.8% | $75,163-1.1% |
| Participation rate | 78.0% | 71.4%+6.6pp | 78.5%-0.4pp | 67.2%+10.9pp |
| Annual return | 14.86% | -631.11%+646.0pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,029 | $2,845-63.8% | $4,320-76.2% | $2,670-61.5% |
| Participant deferral / active EE | $2,506 | $4,341-42.3% | $5,820-56.9% | $4,125-39.2% |
| Admin fee / account holder | $4,311 | $6,790-36.5% | $10,614-59.4% | $5,651-23.7% |