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 | $53,955 | $50,958+5.9% | $74,550-27.6% | $64,186-15.9% |
| Participation rate | 82.2% | 61.1%+21.1pp | 69.1%+13.0pp | 69.6%+12.6pp |
| Annual return | -6.36% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $7,996 | $1,115+616.9% | $1,961+307.8% | $2,381+235.8% |
| Participant deferral / active EE | $4,227 | $2,301+83.7% | $3,108+36.0% | $3,470+21.8% |
| Admin fee / account holder | $9,268 | $4,223+119.5% | $5,060+83.2% | $4,888+89.6% |