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 | $97,294 | $82,664+17.7% | $125,339-22.4% | $68,494+42.0% |
| Participation rate | 77.5% | 75.0%+2.4pp | 82.4%-4.9pp | 67.9%+9.6pp |
| Annual return | -18.42% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $4,659 | $3,381+37.8% | $4,814-3.2% | $2,596+79.4% |
| Participant deferral / active EE | $9,180 | $6,110+50.2% | $7,446+23.3% | $4,027+127.9% |
| Admin fee / account holder | $5,982 | $6,275-4.7% | $10,010-40.2% | $5,403+10.7% |