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 | $61,574 | $211,958-70.9% | $169,463-63.7% | $135,375-54.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -3.18% | 3.26%-6.4pp | 1.83%-5.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,182 | $5,120-18.3% | $4,159+0.6% | $4,779-12.5% |
| Participant deferral / active EE | $8,877 | $6,075+46.1% | $5,277+68.2% | $5,609+58.3% |
| Admin fee / account holder | $5,255 | $11,471-54.2% | $9,109-42.3% | $10,827-51.5% |