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 | $71,204 | $92,222-22.8% | $76,768-7.2% | $135,375-47.4% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -1.20% | 5.46%-6.7pp | 2.43%-3.6pp | 519.73%-520.9pp |
| Employer contribution / active EE | $1,094 | $3,216-66.0% | $2,485-56.0% | $4,779-77.1% |
| Participant deferral / active EE | $5,030 | $4,509+11.6% | $3,852+30.6% | $5,609-10.3% |
| Admin fee / account holder | $14,778 | $10,748+37.5% | $6,675+121.4% | $10,827+36.5% |