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 | $62,059 | $71,883-13.7% | $86,677-28.4% | $68,494-9.4% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -17.83% | 3.52%-21.4pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,008 | $2,173-53.6% | $2,836-64.5% | $2,596-61.2% |
| Participant deferral / active EE | $5,327 | $3,779+41.0% | $4,656+14.4% | $4,027+32.3% |
| Admin fee / account holder | $573 | $6,112-90.6% | $7,493-92.4% | $5,403-89.4% |