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 | $35,944 | $90,590-60.3% | $90,782-60.4% | $135,375-73.4% |
| Participation rate | 85.7% | 83.7%+2.0pp | 82.7%+3.1pp | 82.6%+3.1pp |
| Annual return | -7.47% | -3.40%-4.1pp | -3.42%-4.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $4,503 | $4,352+3.5% | $4,105+9.7% | $4,779-5.8% |
| Participant deferral / active EE | $8,698 | $5,407+60.9% | $5,366+62.1% | $5,609+55.1% |
| Admin fee / account holder | $7,291 | $7,683-5.1% | $5,908+23.4% | $10,827-32.7% |