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 | $70,647 | $73,867-4.4% | $143,757-50.9% | $68,494+3.1% |
| Participation rate | 83.6% | 66.7%+16.9pp | 80.3%+3.3pp | 67.9%+15.7pp |
| Annual return | -14.66% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,439 | $3,184-54.8% | $4,951-70.9% | $2,596-44.6% |
| Participant deferral / active EE | $3,393 | $3,384+0.3% | $5,637-39.8% | $4,027-15.7% |
| Admin fee / account holder | $2,873 | $5,755-50.1% | $14,673-80.4% | $5,403-46.8% |