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 | $144,218 | $82,286+75.3% | $68,791+109.6% | $134,475+7.2% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -19.43% | -2.19%-17.2pp | -6.38%-13.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,740 | $3,301-17.0% | $2,655+3.2% | $4,740-42.2% |
| Participant deferral / active EE | $4,582 | $4,739-3.3% | $3,941+16.3% | $6,400-28.4% |
| Admin fee / account holder | $3,862 | $6,481-40.4% | $4,932-21.7% | $11,426-66.2% |