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 | $65,977 | $158,817-58.5% | $121,196-45.6% | $135,375-51.3% |
| Participation rate | 86.7% | 79.3%+7.4pp | 71.7%+14.9pp | 82.6%+4.0pp |
| Annual return | -6.63% | -0.64%-6.0pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,587 | $5,665-72.0% | $4,022-60.6% | $4,779-66.8% |
| Participant deferral / active EE | $4,155 | $4,005+3.7% | $3,344+24.2% | $5,609-25.9% |
| Admin fee / account holder | $1,850 | $6,512-71.6% | $5,019-63.1% | $10,827-82.9% |