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 | $122,486 | $71,883+70.4% | $86,677+41.3% | $68,494+78.8% |
| Participation rate | 83.9% | 72.2%+11.6pp | 76.6%+7.3pp | 67.9%+16.0pp |
| Annual return | -18.58% | 3.52%-22.1pp | 35.91%-54.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $5,701 | $2,173+162.4% | $2,836+101.0% | $2,596+119.6% |
| Participant deferral / active EE | $10,754 | $3,779+184.6% | $4,656+131.0% | $4,027+167.0% |
| Admin fee / account holder | $1,446 | $6,112-76.3% | $7,493-80.7% | $5,403-73.2% |