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 | $168,461 | $211,958-20.5% | $169,463-0.6% | $135,375+24.4% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -4.52% | 3.26%-7.8pp | 1.83%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,867 | $6,075+13.0% | $5,277+30.1% | $5,609+22.4% |
| Admin fee / account holder | $1,167 | $11,471-89.8% | $9,109-87.2% | $10,827-89.2% |