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 | $142,923 | $100,754+41.9% | $86,677+64.9% | $134,475+6.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -14.71% | 29.04%-43.8pp | 35.91%-50.6pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,943 | $3,489-44.3% | $2,836-31.5% | $4,740-59.0% |
| Participant deferral / active EE | $2,693 | $5,338-49.5% | $4,656-42.2% | $6,400-57.9% |
| Admin fee / account holder | $1,565 | $10,926-85.7% | $7,493-79.1% | $11,426-86.3% |