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 | $28,892 | $48,265-40.1% | $68,791-58.0% | $68,494-57.8% |
| Participation rate | 78.1% | 60.7%+17.5pp | 69.0%+9.1pp | 67.9%+10.2pp |
| Annual return | -18.45% | -12.71%-5.7pp | -6.38%-12.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,004 | $1,829+9.6% | $2,655-24.5% | $2,596-22.8% |
| Participant deferral / active EE | $4,159 | $2,867+45.1% | $3,941+5.5% | $4,027+3.3% |
| Admin fee / account holder | $1,699 | $4,355-61.0% | $4,932-65.6% | $5,403-68.6% |