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 | $72,939 | $72,404+0.7% | $110,238-33.8% | $64,186+13.6% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.6pp | 69.6%+14.8pp |
| Annual return | -7.34% | -6.29%-1.1pp | 314.74%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,213 | $2,282-3.0% | $3,826-42.2% | $2,381-7.0% |
| Participant deferral / active EE | $4,646 | $3,469+33.9% | $4,672-0.6% | $3,470+33.9% |
| Admin fee / account holder | $1,792 | $5,664-68.4% | $8,547-79.0% | $4,888-63.3% |