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 | $125,802 | $110,094+14.3% | $151,611-17.0% | $68,494+83.7% |
| Participation rate | 78.1% | 84.0%-5.8pp | 87.5%-9.4pp | 67.9%+10.2pp |
| Annual return | -18.31% | -10.12%-8.2pp | 3.33%-21.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,598 | $4,471-19.5% | $6,166-41.6% | $2,596+38.6% |
| Participant deferral / active EE | $6,450 | $6,527-1.2% | $8,363-22.9% | $4,027+60.2% |
| Admin fee / account holder | $1,155 | $7,719-85.0% | $11,616-90.1% | $5,403-78.6% |