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 | $96,833 | $167,307-42.1% | $143,757-32.6% | $134,475-28.0% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -4.23% | 0.46%-4.7pp | -0.04%-4.2pp | 417.96%-422.2pp |
| Employer contribution / active EE | $3,975 | $5,619-29.3% | $4,951-19.7% | $4,740-16.1% |
| Participant deferral / active EE | $10,124 | $6,446+57.1% | $5,637+79.6% | $6,400+58.2% |
| Admin fee / account holder | $1,032 | $18,088-94.3% | $14,673-93.0% | $11,426-91.0% |