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 | $32,920 | $87,540-62.4% | $75,781-56.6% | $125,391-73.7% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -1.85% | 13.48%-15.3pp | 9.68%-11.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,509 | $3,930-61.6% | $3,323-54.6% | $4,866-69.0% |
| Participant deferral / active EE | $3,721 | $4,229-12.0% | $3,651+1.9% | $5,352-30.5% |
| Admin fee / account holder | $2,427 | $6,502-62.7% | $5,299-54.2% | $9,540-74.6% |