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 | $47,961 | $57,354-16.4% | $83,848-42.8% | $64,186-25.3% |
| Participation rate | 78.0% | 68.6%+9.4pp | 76.1%+1.9pp | 69.6%+8.5pp |
| Annual return | -7.16% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,124 | $2,545-16.6% | $3,631-41.5% | $2,381-10.8% |
| Participant deferral / active EE | $4,566 | $2,993+52.5% | $4,082+11.9% | $3,470+31.6% |
| Admin fee / account holder | $1,667 | $4,046-58.8% | $5,478-69.6% | $4,888-65.9% |