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 | $52,945 | $50,958+3.9% | $74,550-29.0% | $64,186-17.5% |
| Participation rate | 78.8% | 61.1%+17.8pp | 69.1%+9.7pp | 69.6%+9.3pp |
| Annual return | -6.60% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,184 | $1,115+95.8% | $1,961+11.4% | $2,381-8.3% |
| Participant deferral / active EE | $2,858 | $2,301+24.2% | $3,108-8.1% | $3,470-17.6% |
| Admin fee / account holder | $2,459 | $4,223-41.8% | $5,060-51.4% | $4,888-49.7% |