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 | $148,969 | $81,900+81.9% | $119,609+24.5% | $68,494+117.5% |
| Participation rate | 72.0% | 71.9%+0.1pp | 79.3%-7.3pp | 67.9%+4.1pp |
| Annual return | -17.98% | -23.82%+5.8pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,522 | $2,693-6.4% | $4,232-40.4% | $2,596-2.9% |
| Participant deferral / active EE | $5,318 | $4,148+28.2% | $5,602-5.1% | $4,027+32.1% |
| Admin fee / account holder | $17,730 | $6,582+169.4% | $10,323+71.7% | $5,403+228.2% |