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 | $23,773 | $42,383-43.9% | $76,523-68.9% | $64,186-63.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -7.05% | -16.54%+9.5pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,750 | $1,563+12.0% | $2,647-33.9% | $2,381-26.5% |
| Participant deferral / active EE | $1,740 | $2,566-32.2% | $3,835-54.6% | $3,470-49.8% |
| Admin fee / account holder | $518 | $3,198-83.8% | $4,848-89.3% | $4,888-89.4% |