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 | $162,015 | $69,010+134.8% | $159,960+1.3% | $68,494+136.5% |
| Participation rate | 73.0% | 65.4%+7.6pp | 78.0%-5.0pp | 67.9%+5.1pp |
| Annual return | -9.08% | -9.65%+0.6pp | 408.60%-417.7pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,974 | $2,213-10.8% | $4,226-53.3% | $2,596-24.0% |
| Participant deferral / active EE | $5,560 | $4,212+32.0% | $6,182-10.1% | $4,027+38.1% |
| Admin fee / account holder | $7,560 | $4,798+57.6% | $8,698-13.1% | $5,403+39.9% |