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 8-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 | $73,594 | $81,900-10.1% | $119,609-38.5% | $68,494+7.4% |
| Participation rate | 73.5% | 71.9%+1.6pp | 79.3%-5.7pp | 67.9%+5.6pp |
| Annual return | -18.47% | -23.82%+5.4pp | -14.97%-3.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,676 | $2,693-37.8% | $4,232-60.4% | $2,596-35.4% |
| Participant deferral / active EE | $4,920 | $4,148+18.6% | $5,602-12.2% | $4,027+22.2% |
| Admin fee / account holder | $964 | $6,582-85.4% | $10,323-90.7% | $5,403-82.2% |