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 | $63,391 | $43,327+46.3% | $59,878+5.9% | $64,186-1.2% |
| Participation rate | 72.0% | 69.2%+2.8pp | 74.7%-2.7pp | 69.6%+2.4pp |
| Annual return | -5.95% | -1.55%-4.4pp | 3.46%-9.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,873 | $2,028+41.6% | $2,722+5.6% | $2,381+20.7% |
| Participant deferral / active EE | $3,584 | $2,546+40.8% | $3,402+5.4% | $3,470+3.3% |
| Admin fee / account holder | $2,344 | $3,005-22.0% | $3,590-34.7% | $4,888-52.0% |