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 8-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 | $22,300 | $64,707-65.5% | $112,228-80.1% | $68,494-67.4% |
| Participation rate | 91.9% | 67.2%+24.8pp | 75.1%+16.9pp | 67.9%+24.0pp |
| Annual return | -19.26% | -11.40%-7.9pp | 27.45%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,591 | $2,746-5.7% | $3,635-28.7% | $2,596-0.2% |
| Participant deferral / active EE | $4,526 | $3,565+27.0% | $4,728-4.3% | $4,027+12.4% |
| Admin fee / account holder | $1,285 | $5,232-75.4% | $6,410-79.9% | $5,403-76.2% |