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 | $29,439 | $73,004-59.7% | $90,749-67.6% | $68,494-57.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -16.81% | -13.81%-3.0pp | -12.16%-4.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,572 | $2,193-28.3% | $2,921-46.2% | $2,596-39.5% |
| Participant deferral / active EE | $4,488 | $3,627+23.8% | $4,564-1.7% | $4,027+11.5% |
| Admin fee / account holder | $443 | $5,896-92.5% | $8,445-94.8% | $5,403-91.8% |