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 | $164,558 | $142,344+15.6% | $119,609+37.6% | $134,475+22.4% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -12.51% | -12.44%-0.1pp | -14.97%+2.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $7,282 | $5,222+39.4% | $4,232+72.1% | $4,740+53.6% |
| Participant deferral / active EE | $9,708 | $6,469+50.1% | $5,602+73.3% | $6,400+51.7% |
| Admin fee / account holder | $12,069 | $13,584-11.2% | $10,323+16.9% | $11,426+5.6% |