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 | $40,944 | $86,699-52.8% | $73,307-44.1% | $125,391-67.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 74.9%+2.9pp | 83.2%-5.4pp |
| Annual return | 0.51% | 2.78%-2.3pp | 5.67%-5.2pp | 282.22%-281.7pp |
| Employer contribution / active EE | $2,482 | $4,152-40.2% | $3,237-23.3% | $4,866-49.0% |
| Participant deferral / active EE | $5,345 | $5,550-3.7% | $4,991+7.1% | $5,352-0.1% |
| Admin fee / account holder | $9,017 | $7,771+16.0% | $5,637+60.0% | $9,540-5.5% |