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 | $68,944 | $81,900-15.8% | $119,609-42.4% | $68,494+0.7% |
| Participation rate | 94.6% | 71.9%+22.7pp | 79.3%+15.3pp | 67.9%+26.7pp |
| Annual return | -13.54% | -23.82%+10.3pp | -14.97%+1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,758 | $2,693+76.7% | $4,232+12.4% | $2,596+83.3% |
| Participant deferral / active EE | $4,038 | $4,148-2.6% | $5,602-27.9% | $4,027+0.3% |
| Admin fee / account holder | $459 | $6,582-93.0% | $10,323-95.6% | $5,403-91.5% |