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 | $177,711 | $92,222+92.7% | $76,768+131.5% | $135,375+31.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -3.95% | 5.46%-9.4pp | 2.43%-6.4pp | 519.73%-523.7pp |
| Employer contribution / active EE | $3,240 | $3,216+0.7% | $2,485+30.4% | $4,779-32.2% |
| Participant deferral / active EE | $7,675 | $4,509+70.2% | $3,852+99.3% | $5,609+36.8% |
| Admin fee / account holder | $2,954 | $10,748-72.5% | $6,675-55.7% | $10,827-72.7% |