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 | $62,611 | $56,357+11.1% | $104,294-40.0% | $68,494-8.6% |
| Participation rate | 90.2% | 63.3%+27.0pp | 73.3%+17.0pp | 67.9%+22.4pp |
| Annual return | -15.16% | -9.19%-6.0pp | 24.61%-39.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,429 | $1,960-27.1% | $3,372-57.6% | $2,596-44.9% |
| Participant deferral / active EE | $5,717 | $3,077+85.8% | $4,625+23.6% | $4,027+42.0% |
| Admin fee / account holder | $333 | $4,903-93.2% | $7,339-95.5% | $5,403-93.8% |