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 4-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 | $33,657 | $71,883-53.2% | $86,677-61.2% | $68,494-50.9% |
| Participation rate | 76.8% | 72.2%+4.6pp | 76.6%+0.3pp | 67.9%+8.9pp |
| Annual return | -13.80% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,284 | $2,173+5.1% | $2,836-19.5% | $2,596-12.0% |
| Participant deferral / active EE | $4,144 | $3,779+9.7% | $4,656-11.0% | $4,027+2.9% |
| Admin fee / account holder | $1,600 | $6,112-73.8% | $7,493-78.6% | $5,403-70.4% |