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 | $95,764 | $62,586+53.0% | $76,768+24.7% | $64,186+49.2% |
| Participation rate | 82.1% | 72.8%+9.3pp | 77.0%+5.2pp | 69.6%+12.6pp |
| Annual return | -4.52% | -1.95%-2.6pp | 2.43%-6.9pp | 7.63%-12.2pp |
| Employer contribution / active EE | $535 | $1,832-70.8% | $2,485-78.5% | $2,381-77.5% |
| Participant deferral / active EE | $4,091 | $3,145+30.1% | $3,852+6.2% | $3,470+17.9% |
| Admin fee / account holder | $335 | $4,667-92.8% | $6,675-95.0% | $4,888-93.2% |