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 | $90,223 | $73,867+22.1% | $143,757-37.2% | $68,494+31.7% |
| Participation rate | 92.3% | 66.7%+25.7pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -3.92% | 1.01%-4.9pp | -0.04%-3.9pp | -7.84%+3.9pp |
| Employer contribution / active EE | $2,960 | $3,184-7.1% | $4,951-40.2% | $2,596+14.0% |
| Participant deferral / active EE | $4,532 | $3,384+33.9% | $5,637-19.6% | $4,027+12.5% |
| Admin fee / account holder | $2,069 | $5,755-64.0% | $14,673-85.9% | $5,403-61.7% |