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 | $131,717 | $59,805+120.2% | $79,550+65.6% | $68,494+92.3% |
| Participation rate | 82.8% | 61.1%+21.7pp | 69.5%+13.3pp | 67.9%+14.9pp |
| Annual return | -16.39% | -12.30%-4.1pp | 0.16%-16.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,480 | $1,505+131.3% | $2,413+44.2% | $2,596+34.1% |
| Participant deferral / active EE | $9,351 | $3,024+209.2% | $3,985+134.6% | $4,027+132.2% |
| Admin fee / account holder | $16,581 | $4,835+243.0% | $6,832+142.7% | $5,403+206.9% |