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 | $100,073 | $105,860-5.5% | $90,749+10.3% | $134,475-25.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.96% | -11.01%-8.0pp | -12.16%-6.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,406 | $3,462-59.4% | $2,921-51.9% | $4,740-70.3% |
| Participant deferral / active EE | $3,797 | $5,216-27.2% | $4,564-16.8% | $6,400-40.7% |
| Admin fee / account holder | $1,226 | $13,938-91.2% | $8,445-85.5% | $11,426-89.3% |