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 | $37,771 | $61,660-38.7% | $80,019-52.8% | $64,186-41.2% |
| Participation rate | 95.3% | 71.7%+23.7pp | 75.8%+19.5pp | 69.6%+25.8pp |
| Annual return | -6.41% | -0.33%-6.1pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,559 | $1,810+96.6% | $2,468+44.2% | $2,381+49.5% |
| Participant deferral / active EE | $4,708 | $2,968+58.6% | $3,686+27.7% | $3,470+35.7% |
| Admin fee / account holder | $2,980 | $5,417-45.0% | $6,521-54.3% | $4,888-39.0% |