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 5-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 | $28,024 | $64,707-56.7% | $112,228-75.0% | $68,494-59.1% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -13.53% | -11.40%-2.1pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,744 | $2,746-0.1% | $3,635-24.5% | $2,596+5.7% |
| Participant deferral / active EE | $5,951 | $3,565+66.9% | $4,728+25.9% | $4,027+47.8% |
| Admin fee / account holder | $3,543 | $5,232-32.3% | $6,410-44.7% | $5,403-34.4% |