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 | $117,897 | $175,600-32.9% | $129,110-8.7% | $134,475-12.3% |
| Participation rate | 83.3% | 81.6%+1.8pp | 77.3%+6.1pp | 81.2%+2.1pp |
| Annual return | -13.91% | -11.39%-2.5pp | -10.94%-3.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,834 | $6,355-23.9% | $5,052-4.3% | $4,740+2.0% |
| Participant deferral / active EE | $5,742 | $7,975-28.0% | $6,542-12.2% | $6,400-10.3% |
| Admin fee / account holder | $9,765 | $23,567-58.6% | $14,302-31.7% | $11,426-14.5% |