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 7-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 | $54,054 | $100,754-46.4% | $86,677-37.6% | $134,475-59.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -2.66% | 29.04%-31.7pp | 35.91%-38.6pp | 417.96%-420.6pp |
| Employer contribution / active EE | $1,862 | $3,489-46.6% | $2,836-34.3% | $4,740-60.7% |
| Participant deferral / active EE | $3,148 | $5,338-41.0% | $4,656-32.4% | $6,400-50.8% |
| Admin fee / account holder | $832 | $10,926-92.4% | $7,493-88.9% | $11,426-92.7% |