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 6-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 | $31,099 | $64,707-51.9% | $112,228-72.3% | $68,494-54.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.35% | -11.40%-5.0pp | 27.45%-43.8pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,257 | $2,746+91.5% | $3,635+44.6% | $2,596+102.5% |
| Participant deferral / active EE | $5,512 | $3,565+54.6% | $4,728+16.6% | $4,027+36.9% |
| Admin fee / account holder | $1,540 | $5,232-70.6% | $6,410-76.0% | $5,403-71.5% |