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 | $48,376 | $62,586-22.7% | $76,768-37.0% | $64,186-24.6% |
| Participation rate | 92.7% | 72.8%+19.9pp | 77.0%+15.7pp | 69.6%+23.1pp |
| Annual return | -3.65% | -1.95%-1.7pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $540 | $1,832-70.5% | $2,485-78.3% | $2,381-77.3% |
| Participant deferral / active EE | $4,293 | $3,145+36.5% | $3,852+11.5% | $3,470+23.7% |
| Admin fee / account holder | $2,430 | $4,667-47.9% | $6,675-63.6% | $4,888-50.3% |