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 | $84,005 | $71,883+16.9% | $86,677-3.1% | $68,494+22.6% |
| Participation rate | 84.8% | 72.2%+12.6pp | 76.6%+8.3pp | 67.9%+17.0pp |
| Annual return | -15.67% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,435 | $2,173-33.9% | $2,836-49.4% | $2,596-44.7% |
| Participant deferral / active EE | $5,509 | $3,779+45.8% | $4,656+18.3% | $4,027+36.8% |
| Admin fee / account holder | $11,348 | $6,112+85.7% | $7,493+51.4% | $5,403+110.0% |