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 | $136,015 | $133,958+1.5% | $112,228+21.2% | $134,475+1.1% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.09% | 47.11%-66.2pp | 27.45%-46.5pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,098 | $4,038-48.0% | $3,635-42.3% | $4,740-55.7% |
| Participant deferral / active EE | $2,437 | $5,291-53.9% | $4,728-48.5% | $6,400-61.9% |
| Admin fee / account holder | $345 | $7,489-95.4% | $6,410-94.6% | $11,426-97.0% |