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 | $62,508 | $73,004-14.4% | $90,749-31.1% | $68,494-8.7% |
| Participation rate | 89.5% | 70.8%+18.6pp | 75.7%+13.8pp | 67.9%+21.6pp |
| Annual return | -17.45% | -13.81%-3.6pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,970 | $2,193-10.2% | $2,921-32.6% | $2,596-24.1% |
| Participant deferral / active EE | $4,749 | $3,627+30.9% | $4,564+4.1% | $4,027+17.9% |
| Admin fee / account holder | $2,176 | $5,896-63.1% | $8,445-74.2% | $5,403-59.7% |