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 | $76,898 | $113,935-32.5% | $94,224-18.4% | $125,391-38.7% |
| Participation rate | 94.1% | 82.9%+11.2pp | 78.8%+15.3pp | 83.2%+10.9pp |
| Annual return | -0.49% | 5.29%-5.8pp | 10.68%-11.2pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,981 | $4,727-58.1% | $3,587-44.8% | $4,866-59.3% |
| Participant deferral / active EE | $3,216 | $5,179-37.9% | $4,320-25.6% | $5,352-39.9% |
| Admin fee / account holder | $435 | $8,391-94.8% | $6,269-93.1% | $9,540-95.4% |