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 | $21,779 | $73,867-70.5% | $143,757-84.9% | $68,494-68.2% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -14.57% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,223 | $3,184-30.2% | $4,951-55.1% | $2,596-14.4% |
| Participant deferral / active EE | $3,190 | $3,384-5.7% | $5,637-43.4% | $4,027-20.8% |
| Admin fee / account holder | $2,385 | $5,755-58.6% | $14,673-83.7% | $5,403-55.9% |