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 | $57,196 | $81,900-30.2% | $119,609-52.2% | $68,494-16.5% |
| Participation rate | 78.7% | 71.9%+6.8pp | 79.3%-0.5pp | 67.9%+10.8pp |
| Annual return | -16.59% | -23.82%+7.2pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,243 | $2,693+57.5% | $4,232+0.3% | $2,596+63.4% |
| Participant deferral / active EE | $4,280 | $4,148+3.2% | $5,602-23.6% | $4,027+6.3% |
| Admin fee / account holder | $4,778 | $6,582-27.4% | $10,323-53.7% | $5,403-11.6% |