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 | $105,870 | $99,032+6.9% | $80,019+32.3% | $135,375-21.8% |
| Participation rate | 70.8% | 78.4%-7.5pp | 75.8%-5.0pp | 82.6%-11.8pp |
| Annual return | -1.21% | 15.39%-16.6pp | 11.22%-12.4pp | 519.73%-520.9pp |
| Employer contribution / active EE | $2,311 | $3,043-24.1% | $2,468-6.3% | $4,779-51.6% |
| Participant deferral / active EE | $3,600 | $4,282-15.9% | $3,686-2.3% | $5,609-35.8% |
| Admin fee / account holder | $4,461 | $10,436-57.3% | $6,521-31.6% | $10,827-58.8% |