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 | $27,826 | $127,386-78.2% | $115,037-75.8% | $125,391-77.8% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.47% | 31.28%-33.7pp | 26.14%-28.6pp | 282.22%-284.7pp |
| Employer contribution / active EE | $1,156 | $5,166-77.6% | $4,608-74.9% | $4,866-76.3% |
| Participant deferral / active EE | $4,733 | $6,423-26.3% | $6,026-21.5% | $5,352-11.6% |
| Admin fee / account holder | $4,608 | $9,516-51.6% | $8,175-43.6% | $9,540-51.7% |