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 | $134,562 | $167,307-19.6% | $143,757-6.4% | $134,475+0.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.39% | 0.46%-17.8pp | -0.04%-17.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,863 | $5,619-49.1% | $4,951-42.2% | $4,740-39.6% |
| Participant deferral / active EE | $8,164 | $6,446+26.7% | $5,637+44.8% | $6,400+27.6% |
| Admin fee / account holder | $557 | $18,088-96.9% | $14,673-96.2% | $11,426-95.1% |