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 | $29,678 | $71,883-58.7% | $86,677-65.8% | $68,494-56.7% |
| Participation rate | 93.3% | 72.2%+21.1pp | 76.6%+16.8pp | 67.9%+25.4pp |
| Annual return | -12.66% | 3.52%-16.2pp | 35.91%-48.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $831 | $2,173-61.7% | $2,836-70.7% | $2,596-68.0% |
| Participant deferral / active EE | $4,717 | $3,779+24.8% | $4,656+1.3% | $4,027+17.1% |
| Admin fee / account holder | $360 | $6,112-94.1% | $7,493-95.2% | $5,403-93.3% |