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 | $67,645 | $25,979+160.4% | $71,735-5.7% | $68,494-1.2% |
| Participation rate | 88.3% | 54.5%+33.8pp | 62.3%+26.0pp | 67.9%+20.4pp |
| Annual return | -15.96% | -15.10%-0.9pp | 9.14%-25.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,269 | $900+152.0% | $1,704+33.1% | $2,596-12.6% |
| Participant deferral / active EE | $4,545 | $1,522+198.6% | $2,658+71.0% | $4,027+12.9% |
| Admin fee / account holder | $11,963 | $2,022+491.8% | $3,974+201.1% | $5,403+121.4% |