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 | $65,326 | $59,805+9.2% | $79,550-17.9% | $68,494-4.6% |
| Participation rate | 73.0% | 61.1%+11.9pp | 69.5%+3.5pp | 67.9%+5.1pp |
| Annual return | -17.18% | -12.30%-4.9pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,000 | $1,505-33.6% | $2,413-58.6% | $2,596-61.5% |
| Participant deferral / active EE | $2,386 | $3,024-21.1% | $3,985-40.1% | $4,027-40.8% |
| Admin fee / account holder | $2,009 | $4,835-58.4% | $6,832-70.6% | $5,403-62.8% |