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 | $81,641 | $167,484-51.3% | $151,611-46.2% | $134,475-39.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -9.61% | 7.80%-17.4pp | 3.33%-12.9pp | 417.96%-427.6pp |
| Employer contribution / active EE | $4,169 | $6,829-39.0% | $6,166-32.4% | $4,740-12.0% |
| Participant deferral / active EE | $12,158 | $8,986+35.3% | $8,363+45.4% | $6,400+90.0% |
| Admin fee / account holder | $5,712 | $13,783-58.6% | $11,616-50.8% | $11,426-50.0% |