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 | $28,232 | $73,867-61.8% | $143,757-80.4% | $68,494-58.8% |
| Participation rate | 72.1% | 66.7%+5.4pp | 80.3%-8.2pp | 67.9%+4.2pp |
| Annual return | -13.06% | 1.01%-14.1pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,210 | $3,184-62.0% | $4,951-75.6% | $2,596-53.4% |
| Participant deferral / active EE | $2,204 | $3,384-34.9% | $5,637-60.9% | $4,027-45.3% |
| Admin fee / account holder | $1,576 | $5,755-72.6% | $14,673-89.3% | $5,403-70.8% |