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 | $61,715 | $91,538-32.6% | $129,995-52.5% | $75,163-17.9% |
| Participation rate | 83.3% | 71.4%+11.9pp | 78.5%+4.8pp | 67.2%+16.1pp |
| Annual return | 16.07% | -631.11%+647.2pp | -137.18%+153.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $813 | $2,845-71.4% | $4,320-81.2% | $2,670-69.6% |
| Participant deferral / active EE | $3,293 | $4,341-24.1% | $5,820-43.4% | $4,125-20.2% |
| Admin fee / account holder | $2,228 | $6,790-67.2% | $10,614-79.0% | $5,651-60.6% |