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 | $46,655 | $65,703-29.0% | $94,224-50.5% | $59,632-21.8% |
| Participation rate | 82.5% | 72.1%+10.4pp | 78.8%+3.7pp | 68.7%+13.8pp |
| Annual return | -0.54% | 5.22%-5.8pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,363 | $2,021-32.6% | $3,587-62.0% | $2,203-38.1% |
| Participant deferral / active EE | $4,612 | $3,143+46.8% | $4,320+6.8% | $3,192+44.5% |
| Admin fee / account holder | $8,910 | $4,264+108.9% | $6,269+42.1% | $4,297+107.4% |