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 | $22,341 | $45,863-51.3% | $77,024-71.0% | $68,494-67.4% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -11.06% | 1.72%-12.8pp | 42.32%-53.4pp | -7.84%-3.2pp |
| Employer contribution / active EE | $4,054 | $1,650+145.7% | $2,812+44.1% | $2,596+56.1% |
| Participant deferral / active EE | $4,561 | $2,962+54.0% | $4,426+3.1% | $4,027+13.3% |
| Admin fee / account holder | $502 | $3,041-83.5% | $5,425-90.8% | $5,403-90.7% |