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 | $29,223 | $47,944-39.0% | $67,834-56.9% | $62,891-53.5% |
| Participation rate | 71.2% | 61.1%+10.2pp | 68.8%+2.4pp | 69.3%+1.9pp |
| Annual return | 7.04% | 11.77%-4.7pp | 138.47%-131.4pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,189 | $1,562-23.9% | $2,403-50.5% | $2,281-47.9% |
| Participant deferral / active EE | $1,720 | $2,247-23.4% | $3,160-45.6% | $3,203-46.3% |
| Admin fee / account holder | $781 | $3,712-79.0% | $4,622-83.1% | $4,296-81.8% |