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 | $42,820 | $73,004-41.3% | $90,749-52.8% | $68,494-37.5% |
| Participation rate | 88.5% | 70.8%+17.6pp | 75.7%+12.8pp | 67.9%+20.6pp |
| Annual return | -13.62% | -13.81%+0.2pp | -12.16%-1.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,794 | $2,193-18.2% | $2,921-38.6% | $2,596-30.9% |
| Participant deferral / active EE | $4,693 | $3,627+29.4% | $4,564+2.8% | $4,027+16.5% |
| Admin fee / account holder | $6,262 | $5,896+6.2% | $8,445-25.8% | $5,403+15.9% |