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 | $50,379 | $62,586-19.5% | $76,768-34.4% | $64,186-21.5% |
| Participation rate | 92.9% | 72.8%+20.0pp | 77.0%+15.9pp | 69.6%+23.3pp |
| Annual return | -7.28% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $4,245 | $1,832+131.7% | $2,485+70.8% | $2,381+78.3% |
| Participant deferral / active EE | $3,109 | $3,145-1.1% | $3,852-19.3% | $3,470-10.4% |
| Admin fee / account holder | $1,717 | $4,667-63.2% | $6,675-74.3% | $4,888-64.9% |