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 | $65,258 | $81,900-20.3% | $119,609-45.4% | $68,494-4.7% |
| Participation rate | 74.1% | 71.9%+2.2pp | 79.3%-5.1pp | 67.9%+6.2pp |
| Annual return | -16.44% | -23.82%+7.4pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,134 | $2,693-57.9% | $4,232-73.2% | $2,596-56.3% |
| Participant deferral / active EE | $2,807 | $4,148-32.3% | $5,602-49.9% | $4,027-30.3% |
| Admin fee / account holder | $2,331 | $6,582-64.6% | $10,323-77.4% | $5,403-56.8% |