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 | $71,171 | $127,386-44.1% | $115,037-38.1% | $125,391-43.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.71% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,455 | $5,166-52.5% | $4,608-46.7% | $4,866-49.5% |
| Participant deferral / active EE | $8,072 | $6,423+25.7% | $6,026+33.9% | $5,352+50.8% |
| Admin fee / account holder | $1,584 | $9,516-83.4% | $8,175-80.6% | $9,540-83.4% |