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 | $47,522 | $45,863+3.6% | $77,024-38.3% | $68,494-30.6% |
| Participation rate | 93.4% | 55.9%+37.5pp | 67.9%+25.5pp | 67.9%+25.5pp |
| Annual return | -9.28% | 1.72%-11.0pp | 42.32%-51.6pp | -7.84%-1.4pp |
| Employer contribution / active EE | $2,574 | $1,650+56.0% | $2,812-8.5% | $2,596-0.9% |
| Participant deferral / active EE | $2,344 | $2,962-20.9% | $4,426-47.0% | $4,027-41.8% |
| Admin fee / account holder | $1,856 | $3,041-39.0% | $5,425-65.8% | $5,403-65.6% |