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 | $34,523 | $56,484-38.9% | $169,463-79.6% | $64,186-46.2% |
| Participation rate | 92.6% | 64.5%+28.0pp | 77.8%+14.8pp | 69.6%+23.0pp |
| Annual return | -5.28% | -1.55%-3.7pp | 1.83%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,111 | $1,832-39.4% | $4,159-73.3% | $2,381-53.3% |
| Participant deferral / active EE | $5,204 | $3,448+50.9% | $5,277-1.4% | $3,470+50.0% |
| Admin fee / account holder | $2,073 | $4,174-50.3% | $9,109-77.2% | $4,888-57.6% |