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 | $122,523 | $81,900+49.6% | $119,609+2.4% | $68,494+78.9% |
| Participation rate | 78.6% | 71.9%+6.7pp | 79.3%-0.7pp | 67.9%+10.7pp |
| Annual return | -14.70% | -23.82%+9.1pp | -14.97%+0.3pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,976 | $2,693-26.6% | $4,232-53.3% | $2,596-23.9% |
| Participant deferral / active EE | $3,677 | $4,148-11.3% | $5,602-34.4% | $4,027-8.7% |
| Admin fee / account holder | $4,667 | $6,582-29.1% | $10,323-54.8% | $5,403-13.6% |