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 | $98,446 | $95,862+2.7% | $79,550+23.8% | $134,475-26.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -9.31% | -2.69%-6.6pp | 0.16%-9.5pp | 417.96%-427.3pp |
| Employer contribution / active EE | $2,870 | $3,128-8.3% | $2,413+18.9% | $4,740-39.5% |
| Participant deferral / active EE | $8,665 | $4,693+84.6% | $3,985+117.4% | $6,400+35.4% |
| Admin fee / account holder | $309 | $9,126-96.6% | $6,832-95.5% | $11,426-97.3% |