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 | $205,618 | $142,344+44.5% | $119,609+71.9% | $134,475+52.9% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.4pp | 81.2%+3.4pp |
| Annual return | -14.95% | -12.44%-2.5pp | -14.97%0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,566 | $5,222-50.9% | $4,232-39.4% | $4,740-45.9% |
| Participant deferral / active EE | $6,412 | $6,469-0.9% | $5,602+14.5% | $6,400+0.2% |
| Admin fee / account holder | $1,267 | $13,584-90.7% | $10,323-87.7% | $11,426-88.9% |