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 | $73,890 | $131,829-44.0% | $108,579-31.9% | $273,961-73.0% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.6%+13.3pp | 83.0%+9.8pp |
| Annual return | 6.40% | -91.57%+98.0pp | -51.70%+58.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $9,675 | $4,912+96.9% | $3,758+157.4% | $4,869+98.7% |
| Participant deferral / active EE | $2,602 | $5,127-49.2% | $4,311-39.6% | $5,287-50.8% |
| Admin fee / account holder | $1,172 | $10,252-88.6% | $7,645-84.7% | $10,132-88.4% |