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 | $78,664 | $61,660+27.6% | $80,019-1.7% | $64,186+22.6% |
| Participation rate | 92.0% | 71.7%+20.3pp | 75.8%+16.2pp | 69.6%+22.4pp |
| Annual return | -3.35% | -0.33%-3.0pp | 11.22%-14.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $3,610 | $1,810+99.4% | $2,468+46.3% | $2,381+51.6% |
| Participant deferral / active EE | $4,458 | $2,968+50.2% | $3,686+21.0% | $3,470+28.5% |
| Admin fee / account holder | $2,767 | $5,417-48.9% | $6,521-57.6% | $4,888-43.4% |