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 | $104,465 | $73,867+41.4% | $143,757-27.3% | $68,494+52.5% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -13.01% | 1.01%-14.0pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,954 | $3,184-7.2% | $4,951-40.3% | $2,596+13.8% |
| Participant deferral / active EE | $5,681 | $3,384+67.9% | $5,637+0.8% | $4,027+41.1% |
| Admin fee / account holder | $745 | $5,755-87.0% | $14,673-94.9% | $5,403-86.2% |