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 5-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 | $37,788 | $74,888-49.5% | $71,209-46.9% | $142,382-73.5% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 16.52% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,788 | $2,854-37.3% | $2,721-34.3% | $4,299-58.4% |
| Participant deferral / active EE | $6,408 | $4,454+43.9% | $4,175+53.5% | $6,507-1.5% |
| Admin fee / account holder | $3,869 | $5,568-30.5% | $5,349-27.7% | $12,624-69.4% |