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 | $134,862 | $87,540+54.1% | $75,781+78.0% | $125,391+7.6% |
| Participation rate | 95.2% | 80.2%+15.1pp | 75.8%+19.4pp | 83.2%+12.0pp |
| Annual return | -3.39% | 13.48%-16.9pp | 9.68%-13.1pp | 282.22%-285.6pp |
| Employer contribution / active EE | $5,506 | $3,930+40.1% | $3,323+65.7% | $4,866+13.2% |
| Participant deferral / active EE | $9,130 | $4,229+115.9% | $3,651+150.1% | $5,352+70.6% |
| Admin fee / account holder | $866 | $6,502-86.7% | $5,299-83.7% | $9,540-90.9% |