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 8-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 | $18,753 | $50,958-63.2% | $74,550-74.8% | $64,186-70.8% |
| Participation rate | 76.0% | 61.1%+14.9pp | 69.1%+6.9pp | 69.6%+6.4pp |
| Annual return | -7.07% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,192 | $1,115+275.9% | $1,961+113.8% | $2,381+76.1% |
| Participant deferral / active EE | $2,791 | $2,301+21.3% | $3,108-10.2% | $3,470-19.5% |
| Admin fee / account holder | $1,253 | $4,223-70.3% | $5,060-75.2% | $4,888-74.4% |