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 | $109,845 | $211,958-48.2% | $169,463-35.2% | $135,375-18.9% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -3.90% | 3.26%-7.2pp | 1.83%-5.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,338 | $5,120-73.9% | $4,159-67.8% | $4,779-72.0% |
| Participant deferral / active EE | $8,638 | $6,075+42.2% | $5,277+63.7% | $5,609+54.0% |
| Admin fee / account holder | $6,212 | $11,471-45.8% | $9,109-31.8% | $10,827-42.6% |