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 | $19,963 | $52,681-62.1% | $75,781-73.7% | $59,632-66.5% |
| Participation rate | 95.5% | 67.2%+28.2pp | 75.8%+19.6pp | 68.7%+26.8pp |
| Annual return | -0.64% | 2.95%-3.6pp | 9.68%-10.3pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $2,647 | $2,193+20.7% | $3,323-20.4% | $2,203+20.2% |
| Participant deferral / active EE | $4,244 | $2,591+63.8% | $3,651+16.2% | $3,192+33.0% |
| Admin fee / account holder | $995 | $3,610-72.4% | $5,299-81.2% | $4,297-76.9% |