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 | $43,185 | $81,900-47.3% | $119,609-63.9% | $68,494-37.0% |
| Participation rate | 95.1% | 71.9%+23.2pp | 79.3%+15.8pp | 67.9%+27.2pp |
| Annual return | -17.42% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,036 | $2,693-24.4% | $4,232-51.9% | $2,596-21.6% |
| Participant deferral / active EE | $3,211 | $4,148-22.6% | $5,602-42.7% | $4,027-20.3% |
| Admin fee / account holder | $2,234 | $6,582-66.1% | $10,323-78.4% | $5,403-58.6% |