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 | $49,240 | $59,805-17.7% | $79,550-38.1% | $68,494-28.1% |
| Participation rate | 82.9% | 61.1%+21.9pp | 69.5%+13.4pp | 67.9%+15.0pp |
| Annual return | -10.02% | -12.30%+2.3pp | 0.16%-10.2pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,584 | $1,505+5.3% | $2,413-34.4% | $2,596-39.0% |
| Participant deferral / active EE | $3,332 | $3,024+10.2% | $3,985-16.4% | $4,027-17.3% |
| Admin fee / account holder | $2,774 | $4,835-42.6% | $6,832-59.4% | $5,403-48.7% |