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 | $24,665 | $53,596-54.0% | $90,645-72.8% | $64,186-61.6% |
| Participation rate | 85.1% | 64.5%+20.6pp | 74.0%+11.1pp | 69.6%+15.6pp |
| Annual return | -7.64% | 4.41%-12.1pp | 1.88%-9.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $301 | $1,503-80.0% | $2,532-88.1% | $2,381-87.4% |
| Participant deferral / active EE | $2,178 | $2,459-11.4% | $3,425-36.4% | $3,470-37.2% |
| Admin fee / account holder | $5,892 | $3,868+52.3% | $4,994+18.0% | $4,888+20.5% |