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 | $29,633 | $133,958-77.9% | $112,228-73.6% | $134,475-78.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -16.90% | 47.11%-64.0pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,012 | $4,038-25.4% | $3,635-17.1% | $4,740-36.5% |
| Participant deferral / active EE | $7,453 | $5,291+40.9% | $4,728+57.6% | $6,400+16.5% |
| Admin fee / account holder | $1,351 | $7,489-82.0% | $6,410-78.9% | $11,426-88.2% |