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 | $49,210 | $52,903-7.0% | $73,307-32.9% | $59,632-17.5% |
| Participation rate | 83.3% | 68.2%+15.1pp | 74.9%+8.4pp | 68.7%+14.7pp |
| Annual return | -1.17% | 12.20%-13.4pp | 5.67%-6.8pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,635 | $1,909-14.3% | $3,237-49.5% | $2,203-25.8% |
| Participant deferral / active EE | $3,281 | $4,069-19.4% | $4,991-34.3% | $3,192+2.8% |
| Admin fee / account holder | $1,001 | $3,834-73.9% | $5,637-82.2% | $4,297-76.7% |