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 | $87,778 | $82,664+6.2% | $125,339-30.0% | $68,494+28.2% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -15.51% | -5.97%-9.5pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,339 | $3,381-1.2% | $4,814-30.6% | $2,596+28.6% |
| Participant deferral / active EE | $6,737 | $6,110+10.2% | $7,446-9.5% | $4,027+67.3% |
| Admin fee / account holder | $3,503 | $6,275-44.2% | $10,010-65.0% | $5,403-35.2% |