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 | $71,286 | $113,935-37.4% | $94,224-24.3% | $125,391-43.1% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | -0.89% | 5.29%-6.2pp | 10.68%-11.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,872 | $4,727-39.2% | $3,587-19.9% | $4,866-41.0% |
| Participant deferral / active EE | $7,879 | $5,179+52.1% | $4,320+82.4% | $5,352+47.2% |
| Admin fee / account holder | $491 | $8,391-94.1% | $6,269-92.2% | $9,540-94.9% |