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 | $25,334 | $73,867-65.7% | $143,757-82.4% | $68,494-63.0% |
| Participation rate | 71.0% | 66.7%+4.3pp | 80.3%-9.3pp | 67.9%+3.1pp |
| Annual return | -18.06% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $885 | $3,184-72.2% | $4,951-82.1% | $2,596-65.9% |
| Participant deferral / active EE | $1,137 | $3,384-66.4% | $5,637-79.8% | $4,027-71.8% |
| Admin fee / account holder | $2,731 | $5,755-52.5% | $14,673-81.4% | $5,403-49.5% |