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 | $136,079 | $81,900+66.2% | $119,609+13.8% | $68,494+98.7% |
| Participation rate | 83.7% | 71.9%+11.8pp | 79.3%+4.5pp | 67.9%+15.8pp |
| Annual return | 0.88% | -23.82%+24.7pp | -14.97%+15.8pp | -7.84%+8.7pp |
| Employer contribution / active EE | $2,845 | $2,693+5.6% | $4,232-32.8% | $2,596+9.6% |
| Participant deferral / active EE | $7,858 | $4,148+89.5% | $5,602+40.3% | $4,027+95.1% |
| Admin fee / account holder | $5,612 | $6,582-14.7% | $10,323-45.6% | $5,403+3.9% |