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 | $60,985 | $53,596+13.8% | $90,645-32.7% | $64,186-5.0% |
| Participation rate | 98.1% | 64.5%+33.6pp | 74.0%+24.1pp | 69.6%+28.6pp |
| Annual return | -3.98% | 4.41%-8.4pp | 1.88%-5.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,481 | $1,503-1.4% | $2,532-41.5% | $2,381-37.8% |
| Participant deferral / active EE | $3,984 | $2,459+62.0% | $3,425+16.3% | $3,470+14.8% |
| Admin fee / account holder | $4,462 | $3,868+15.4% | $4,994-10.7% | $4,888-8.7% |