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 | $160,328 | $81,900+95.8% | $119,609+34.0% | $68,494+134.1% |
| Participation rate | 96.8% | 71.9%+24.9pp | 79.3%+17.5pp | 67.9%+28.9pp |
| Annual return | -18.33% | -23.82%+5.5pp | -14.97%-3.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,018 | $2,693+12.1% | $4,232-28.7% | $2,596+16.2% |
| Participant deferral / active EE | $4,604 | $4,148+11.0% | $5,602-17.8% | $4,027+14.3% |
| Admin fee / account holder | $3,806 | $6,582-42.2% | $10,323-63.1% | $5,403-29.6% |