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 | $56,417 | $58,577-3.7% | $83,333-32.3% | $64,186-12.1% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -5.89% | 9.65%-15.5pp | 10.63%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,842 | $2,098-12.2% | $3,379-45.5% | $2,381-22.6% |
| Participant deferral / active EE | $3,828 | $4,654-17.7% | $5,565-31.2% | $3,470+10.3% |
| Admin fee / account holder | $1,582 | $9,275-82.9% | $7,510-78.9% | $4,888-67.6% |