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 | $38,018 | $62,586-39.3% | $76,768-50.5% | $64,186-40.8% |
| Participation rate | 94.9% | 72.8%+22.1pp | 77.0%+17.9pp | 69.6%+25.3pp |
| Annual return | -2.89% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,162 | $1,832-36.6% | $2,485-53.2% | $2,381-51.2% |
| Participant deferral / active EE | $2,537 | $3,145-19.3% | $3,852-34.1% | $3,470-26.9% |
| Admin fee / account holder | $528 | $4,667-88.7% | $6,675-92.1% | $4,888-89.2% |