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 | $73,327 | $83,908-12.6% | $68,509+7.0% | $125,391-41.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.91% | 14.48%-15.4pp | 8.27%-9.2pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,409 | $3,031-53.5% | $2,278-38.1% | $4,866-71.0% |
| Participant deferral / active EE | $2,093 | $4,125-49.3% | $3,382-38.1% | $5,352-60.9% |
| Admin fee / account holder | $7,441 | $8,982-17.2% | $5,275+41.1% | $9,540-22.0% |