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 9-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 | $64,652 | $73,867-12.5% | $143,757-55.0% | $68,494-5.6% |
| Participation rate | 81.0% | 66.7%+14.3pp | 80.3%+0.6pp | 67.9%+13.1pp |
| Annual return | -16.31% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,319 | $3,184+35.6% | $4,951-12.8% | $2,596+66.3% |
| Participant deferral / active EE | $3,541 | $3,384+4.6% | $5,637-37.2% | $4,027-12.1% |
| Admin fee / account holder | $596 | $5,755-89.7% | $14,673-95.9% | $5,403-89.0% |