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 | $80,569 | $57,354+40.5% | $83,848-3.9% | $64,186+25.5% |
| Participation rate | 76.0% | 68.6%+7.4pp | 76.1%-0.1pp | 69.6%+6.4pp |
| Annual return | -6.38% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,664 | $2,545-34.6% | $3,631-54.2% | $2,381-30.1% |
| Participant deferral / active EE | $3,273 | $2,993+9.4% | $4,082-19.8% | $3,470-5.7% |
| Admin fee / account holder | $2,788 | $4,046-31.1% | $5,478-49.1% | $4,888-43.0% |