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 | $92,729 | $73,004+27.0% | $90,749+2.2% | $68,494+35.4% |
| Participation rate | 98.2% | 70.8%+27.3pp | 75.7%+22.5pp | 67.9%+30.3pp |
| Annual return | -15.81% | -13.81%-2.0pp | -12.16%-3.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,657 | $2,193+112.4% | $2,921+59.4% | $2,596+79.4% |
| Participant deferral / active EE | $3,086 | $3,627-14.9% | $4,564-32.4% | $4,027-23.4% |
| Admin fee / account holder | $11,100 | $5,896+88.3% | $8,445+31.4% | $5,403+105.4% |