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 | $39,612 | $131,829-70.0% | $108,579-63.5% | $273,961-85.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 8.50% | -91.57%+100.1pp | -51.70%+60.2pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,197 | $4,912-55.3% | $3,758-41.5% | $4,869-54.9% |
| Participant deferral / active EE | $3,748 | $5,127-26.9% | $4,311-13.1% | $5,287-29.1% |
| Admin fee / account holder | $1,648 | $10,252-83.9% | $7,645-78.4% | $10,132-83.7% |