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 | $24,141 | $56,357-57.2% | $104,294-76.9% | $68,494-64.8% |
| Participation rate | 81.3% | 63.3%+18.0pp | 73.3%+8.0pp | 67.9%+13.4pp |
| Annual return | -16.49% | -9.19%-7.3pp | 24.61%-41.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,805 | $1,960-7.9% | $3,372-46.5% | $2,596-30.5% |
| Participant deferral / active EE | $2,641 | $3,077-14.2% | $4,625-42.9% | $4,027-34.4% |
| Admin fee / account holder | $5,442 | $4,903+11.0% | $7,339-25.9% | $5,403+0.7% |