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 | $91,500 | $167,484-45.4% | $151,611-39.6% | $134,475-32.0% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -17.43% | 7.80%-25.2pp | 3.33%-20.8pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,584 | $6,829-76.8% | $6,166-74.3% | $4,740-66.6% |
| Participant deferral / active EE | $7,912 | $8,986-12.0% | $8,363-5.4% | $6,400+23.6% |
| Admin fee / account holder | $1,590 | $13,783-88.5% | $11,616-86.3% | $11,426-86.1% |