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 | $120,877 | $105,860+14.2% | $90,749+33.2% | $134,475-10.1% |
| Participation rate | 95.0% | 78.2%+16.8pp | 75.7%+19.3pp | 81.2%+13.8pp |
| Annual return | -8.46% | -11.01%+2.6pp | -12.16%+3.7pp | 417.96%-426.4pp |
| Employer contribution / active EE | $3,456 | $3,462-0.2% | $2,921+18.3% | $4,740-27.1% |
| Participant deferral / active EE | $2,532 | $5,216-51.5% | $4,564-44.5% | $6,400-60.4% |
| Admin fee / account holder | $33,603 | $13,938+141.1% | $8,445+297.9% | $11,426+194.1% |