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 | $53,098 | $113,935-53.4% | $94,224-43.6% | $125,391-57.7% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.8%+15.0pp | 83.2%+10.6pp |
| Annual return | -0.17% | 5.29%-5.5pp | 10.68%-10.9pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,289 | $4,727-72.7% | $3,587-64.0% | $4,866-73.5% |
| Participant deferral / active EE | $2,173 | $5,179-58.0% | $4,320-49.7% | $5,352-59.4% |
| Admin fee / account holder | $4,272 | $8,391-49.1% | $6,269-31.8% | $9,540-55.2% |