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 | $89,418 | $133,958-33.2% | $112,228-20.3% | $134,475-33.5% |
| Participation rate | 82.6% | 78.6%+4.1pp | 75.1%+7.5pp | 81.2%+1.4pp |
| Annual return | -16.52% | 47.11%-63.6pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $11,814 | $4,038+192.6% | $3,635+225.0% | $4,740+149.2% |
| Participant deferral / active EE | $4,501 | $5,291-14.9% | $4,728-4.8% | $6,400-29.7% |
| Admin fee / account holder | $8,876 | $7,489+18.5% | $6,410+38.5% | $11,426-22.3% |