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 | $134,219 | $142,344-5.7% | $119,609+12.2% | $134,475-0.2% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -11.66% | -12.44%+0.8pp | -14.97%+3.3pp | 417.96%-429.6pp |
| Employer contribution / active EE | $1,789 | $5,222-65.7% | $4,232-57.7% | $4,740-62.3% |
| Participant deferral / active EE | $4,157 | $6,469-35.7% | $5,602-25.8% | $6,400-35.0% |
| Admin fee / account holder | $1,070 | $13,584-92.1% | $10,323-89.6% | $11,426-90.6% |