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 | $81,630 | $77,813+4.9% | $123,544-33.9% | $64,186+27.2% |
| Participation rate | 91.9% | 74.7%+17.2pp | 82.3%+9.6pp | 69.6%+22.3pp |
| Annual return | -0.57% | 12.48%-13.1pp | 119.20%-119.8pp | 7.63%-8.2pp |
| Employer contribution / active EE | $1,938 | $3,014-35.7% | $4,628-58.1% | $2,381-18.6% |
| Participant deferral / active EE | $5,760 | $5,240+9.9% | $6,426-10.4% | $3,470+66.0% |
| Admin fee / account holder | $10,910 | $5,519+97.7% | $9,284+17.5% | $4,888+123.2% |