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 | $75,858 | $95,193-20.3% | $76,523-0.9% | $135,375-44.0% |
| Participation rate | 95.8% | 74.4%+21.4pp | 68.0%+27.8pp | 82.6%+13.2pp |
| Annual return | -2.90% | 4.85%-7.7pp | -0.27%-2.6pp | 519.73%-522.6pp |
| Employer contribution / active EE | $5,539 | $3,302+67.7% | $2,647+109.2% | $4,779+15.9% |
| Participant deferral / active EE | $3,963 | $4,639-14.6% | $3,835+3.3% | $5,609-29.3% |
| Admin fee / account holder | $32,433 | $6,249+419.0% | $4,848+569.0% | $10,827+199.6% |