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 | $48,010 | $48,265-0.5% | $68,791-30.2% | $68,494-29.9% |
| Participation rate | 98.1% | 60.7%+37.4pp | 69.0%+29.1pp | 67.9%+30.2pp |
| Annual return | -11.41% | -12.71%+1.3pp | -6.38%-5.0pp | -7.84%-3.6pp |
| Employer contribution / active EE | $2,752 | $1,829+50.5% | $2,655+3.7% | $2,596+6.0% |
| Participant deferral / active EE | $8,672 | $2,867+202.5% | $3,941+120.0% | $4,027+115.3% |
| Admin fee / account holder | $6,970 | $4,355+60.0% | $4,932+41.3% | $5,403+29.0% |